JM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
105 clients
Average Client Portfolio
$640K average
Assets Under Management
$67.2M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The fee for portfolio management is based on a percentage of assets managed: 0.85% annually on the first $5,000,000 and 0.65% on amounts above $5,000,000. Fees are billed quarterly in advance. Financial institution consulting services have an initial engagement fee of $25,000 and a negotiated annual retainer, payable quarterly in advance.
Areas of Practice
Investment Management
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Advisor Information
Office location
755 Baywood Drive, Second Floor, Petaluma, CA, 94954
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
The Mcbride Group
August 2009 - Present · 16 yrs 5 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.