Minichmacgregor Wealth Management, LLC

Minichmacgregor Wealth Management, LLC (CRD# 151237) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $198,139,167 in 1,798 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    1,798
    ACCOUNTS
  • Average Account Value
    $110,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, NY, SC, TX

Financial Advisors at Minichmacgregor Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason K. Macgregor
CRD#: 2396461
21 Congress Street, Suite 203, Saratoga Springs, NY 12866
93
Wealthminder
score

Jason Macgregor (CRD# 2396461) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.

2
James F. Minich
CRD#: 1708380
Saint Augustine, FL
93
Wealthminder
score

James Minich (CRD# 1708380) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saint Augustine, FL and has over 30 years of experience in the finance industry.

3
Michele A. Tellstone
CRD#: 4296759
21 Congress Street, Suite 203, Saratoga Springs, NY 12866
93
Wealthminder
score

Michele Tellstone (CRD# 4296759) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 17 years of experience in the finance industry.

4
Cory L. Laird
CRD#: 6552295
21 Congress Street, Suite 203, Saratoga Springs, NY 12866
89
Wealthminder
score

Cory Laird (CRD# 6552295) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.

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