Cole
Mcclellan
Schubert & Company, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Cole Mcclellan is a financial advisor operating in Mckinney, Texas with 2 years of relevant experience. Mcclellan is an employee of Schubert & Company, Inc. Their career trajectory has included roles at Schubert & Company, Inc, Pwc, Abilene Christian University, Unemployed Studying For Cpa, Club Corporation, Kanakuk Camp, Parkway Advisors, Lp and Abilene Christian University Student Association. Mcclellan has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas. Schubert & Company, Inc is an advisory business based out of Mckinney, TX. It controls $333 million in assets across its 561 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 561 customer accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Schubert & Company, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Schubert & Company, Inc Brokerage Details
$332,704,803
6
561
$593,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Cole Mcclellan Work History
Cole has been registered as a financial advisor for 2 years.*
Schubert & Company, Inc
Schubert & Company, Inc
Pwc
Unemployed Studying For Cpa
Abilene Christian University
Parkway Advisors, Lp
Club Corporation
Kanakuk Camp
Abilene Christian University Student Association
Abilene Christian 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 Cole Mcclellan 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 Schubert & Company, Inc
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
