JM
CFP
JM
CFP
Jeffrey Mcclure is a CFP-designated registered investment advisor at The Personal Wealth Coach, based in Salado, TX, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 233 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
233 clients
Average Client Portfolio
$942K average
Assets Under Management
$219.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
The annual management and retainer fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
918 North Main Street, Salado, TX, 76571
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2007Denied
Customer Dispute
March 2005Settled
Customer Dispute
March 2002Denied
Employment History
Current Registrations
The Personal Wealth Coach
July 2007 - Present · 18 yrs 9 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 Registrations3 states
LATXVA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.