AM
CFP
AM
CFP

Andrea Turner Mcclelland

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
121 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$708.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25M+0.30%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6903 Rockledge Drive, Ste. 530, Bethesda, MD, 20817

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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
Aegis Wealth
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Andrea Turner Mcclelland - Financial Advisor | TrueAdvisor