Minichmacgregor Wealth Management, LLC

Minichmacgregor Wealth Management, LLC (CRD# 151237) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $190,130,072 in 1,320 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $144,038
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 - 3 of 3 top financial advisors.
1
Jason K. Macgregor
CRD#: 2396461
24 Hamilton Street, Suite 5b, 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
24 Hamilton Street, Suite 5b, 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 16 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.