Ellis Mcinnis III
Advisor at McInnis Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McInnis Group
Location
Jasper, AR
Credentials
Series 63, Series 66
Industry experience
22 years
About
Ellis McInnis is the sole advisor at McInnis Group, an independent firm based in Jasper, Arkansas. He holds the Series 63 and Series 66 designations and has 22 years of industry experience, including 19 years with McInnis Group. McInnis Group provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a risk-management oriented, top-down investment process using fundamental analysis combined with technical tools to guide portfolio positioning, primarily managing assets on a non-discretionary basis with client approval for transactions.
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.35% $5,000,000+: 0.25%
Minimum fee: No minimum fee Fee-only: Advisory fees as described, no commissions charged to clients by McInnis Group
Location
Jasper, AR
Most active in
Ellis M has reported serving >5 clients in these states in the last 12 months.
Arkansas
Work history
McInnis Group
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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