JM
CFP
JM
CFP

James Allen Mcbride

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
105 clients
Average Client Portfolio
$640K average
Assets Under Management
$67.2M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.85%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

755 Baywood Drive, Second Floor, Petaluma, CA, 94954

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Mcbride Group
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Community First Credit Union
February 2015 - December 2017 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - May 2009 · 11 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.