James
Minich
Minichmacgregor Wealth Management, LLC
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About this Advisor
James Minich is a financial advisor based in St Augustine, Florida, working with Minichmacgregor Wealth Management, LLC. James has previously held positions at Minich Macgregor Wealth Management, Purshe Kaplan Sterling Investments, and Minichmacgregor Wealth Management. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, James is part of Minichmacgregor Wealth Management, LLC, which operates out of St Augustine, Florida. The firm has 2 offices and 9 employees. The firm manages assets totaling $501.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Minichmacgregor Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Minichmacgregor Wealth Management, LLC Brokerage Details
$501,300,482
9
2,198
$228,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
James Minich Work History
Minichmacgregor Wealth Managment
Minich Macgregor Wealth Management
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of James Minich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Minichmacgregor Wealth Management, LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
St Augustine, FL
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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