Lawrence Mcmillan is a registered investment advisor at Mcmillan Analysis Corporation, based in Randolph, NJ, with 21 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 3.00% |
| $300K+ | 2.50% |
High net worth clients may be charged 20% of net profits, but no less than 1% of the year-end net asset value. Overwriting accounts are charged 10% of the net credits generated each quarter. RFC accounts are charged 15% of the net credits generated each quarter, but large RFC accounts may qualify for a 10% fee.
Fee Estimator
Location
Randolph, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcmillan Analysis Corporation
State Registrations4 states
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