Clifford Burch is a registered investment advisor at Mcnally Financial Services Corporation, based in San Antonio, TX, with 43 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 142 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.
Location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
Get directionsHistory
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
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Equitas America, LLCBroker
Dean Witter Reynolds INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Eppler, Guerin & Turner, INC.Broker
State Registrations5 states
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.