TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

Jeffrey William Mcclure

The Personal Wealth Coach
34 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
The Personal Wealth Coach
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
234 clients
Average Client Portfolio
$856K average
Assets Under Management
$200.4M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.30%
$500K - $1.0M1.25%
$1.0M - $5.0M1.10%
$5.0M - $10.0M1.00%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

918 North Main Street, Salado, TX, 76571

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Denied
Customer Dispute
March 2005
Settled
Customer Dispute
March 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
The Personal Wealth Coach
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Next Financial Group, INC.
October 2006 - January 2010 · 3 yrs 3 mos
Intersecurities, INC.
April 1991 - October 2006 · 15 yrs 6 mos
State Registrations4 states
FLLATXVA
Advisor
Exams
No exam information available for this advisor.