John Mcclellan is a registered investment advisor at U. S. Boston Capital Corporation, based in Lincoln, MA, with 9 years of industry experience. John 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 97 clients with $360M 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees may be negotiable or modified at U.S. Boston's discretion.
Fee Estimator
Location
Lincoln North, Lincoln, MA, 01773
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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 →Other Business Activities
John is involved in several outside business activities, including being Principal of Pear Tree Partners LP, a board observer for Tamr, a trustee for clients and non-clients, a board member of Nailbiter, and a member of US Boston & Groma Opportunity Zone Fund III Strategic Oversight Committee. He also serves as a board observer for multiple companies including Vanu Inc., Javelin Biotech Inc., Olaris, Inc., TalkingHeads, Inc., and Home Tech Innovation Inc.
Employment History
Current Registrations
U. S. Boston Capital Corporation
U. S. Boston Capital CorporationBroker
U. S. Boston Capital Corporation
Previous Registrations
Pear Tree Partners, LP
State Registrations35 states
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