Joshua
Mclain
Brand Asset Management Group, Inc
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About this Advisor
Joshua Mclain is a financial advisor who works in Chesterfield, Missouri who has 2 years of relevant experience. Mclain is an advisor for Brand Asset Management Group, Inc. Their career trajectory has included roles at Brand Asset Management Group, Inc, Moneta and Liberty University. Mclain has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Missouri. Brand Asset Management Group, Inc is an advisory company operating out of Chesterfield, MO. It has $718 million in assets under management across its 1,543 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,543 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types billed by Brand Asset Management Group, Inc most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brand Asset Management Group, Inc Brokerage Details
$717,939,960
20
1,543
$465,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joshua Mclain Work History
Joshua has been registered as a financial advisor for 2 years.*
Brand Asset Management Group, Inc
Moneta
Liberty University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Mclain 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 Brand Asset Management Group, Inc
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
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