James McGrathCRD Number: 3074399
Current Firm: Cassady Schiller Wealth Management, LLC
James McGrath (CRD# 3074399) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry. James McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Cassady Schiller Wealth Management, LLC||Cincinnati, OH||Sep 2015 - Current||6|
|Johnson Investment Counsel, Inc.||Cincinnati, OH||May 2001 - Sep 2015||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management425MILLIONS
Total Number of Accounts788ACCOUNTS
Average Account Value$539,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, TX
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