James
Minich

Minichmacgregor Wealth Management, LLC

CRD#1708380
Investment Advisor
in St Augustine, FL

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

St Augustine, FL

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Minichmacgregor Wealth Management, LLC Brokerage Details

Total Assets Under Management

$501,300,482

FL Average: $7,464,549,021
Total Number of Employees

9

FL Average: 88
Total Number of Accounts

2,198

FL Average: 3,892
Average Account Size

$228,071

FL Average: $1,917,921

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

2012 - Present (12 years)

Minichmacgregor Wealth Managment

2009 - Present (15 years)

Minich Macgregor Wealth Management

2009 - 2022 (13 years)

Purshe Kaplan Sterling Investments

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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

Cory Laird
Saratoga Springs, NY
Andrew Pallas
Saratoga Springs, NY
Patrick Younis
Saratoga Springs, NY
Jason Macgregor
Saratoga Springs, NY
James Minich
St Augustine, FL
Mark Landau
Saratoga Springs, NY
Michele Tellstone
Saratoga Springs, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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