James G McClellan CPA offers financial planning and investment advice and management. As a Certified Public Accountant (CPA), James may provide services to CPA clients who become financial planning clients, and vice-versa. James is a fee-only advisor, managing client accounts on both a discretionary and non-discretionary basis, depending on the client's choice.
Assets Under Management$34M
Clients9
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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