Advisor at The Personal Wealth Coach
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Firm
The Personal Wealth Coach
Location
Salado, TX 76571
Credentials
CFP®, Series 63
Industry experience
35 years
Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.
Based on The Personal Wealth Coach
Based on The Personal Wealth Coach
$0 - $250,000: 1.50% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.50%
Additional fees may be charged for comprehensive financial plans or business plans, up to $500 in advance
Account minimum: $1,000,000 Minimum fee: Minimum annual retainer fee commonly charged, amount negotiable Fee-only: Portfolio management fees based on AUM and possible additional fees for financial plans or specialized advice
918 North Main Street
Salado, TX 76571
Louisiana · Texas · Virginia
The Personal Wealth Coach
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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First Command Advisory Services
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