Ian Mcmillan
Ian Mcmillan is a registered investment advisor at Client First Investment Management LLC, based in Charlotte, NC, with 10 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 608 clients with $270M 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 $100K | 2.50% |
| $100K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10.0M - $100.0M | 1.63% |
| $100M+ | 1.56% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
10321 Solar Way, Charlotte, NC, 28278
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Client First Investment Management LLC
Previous Registrations
Client First Investment Management LLC
Sherman Wealth Management LLC
Financial Services Advisory
LPL Financial LLCBroker
LPL Financial LLC
Omega Wealth Management LLC
Wcm Global Wealth, LLC
State Registrations1 state
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.