James Mcbride is a CFP-designated registered investment advisor at The Mcbride Group, based in Petaluma, CA, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $76M 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 $5.0M | 0.85% |
| $5M+ | 0.65% |
Fee Estimator
Location
755 Baywood Drive, Second Floor, Petaluma, CA, 94954
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Mcbride Group
Previous Registrations
Community First Credit Union
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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