Advisor at McClelland Wesley Wealth Management
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Firm
McClelland Wesley Wealth Management
Location
Parkton, MD
Credentials
Series 63, Series 65, Series 66
Industry experience
22 years
John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.
Based on McClelland Wesley Wealth Management
Based on McClelland Wesley Wealth Management
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
$125 per hour, negotiable
Account minimum: $100,000
Parkton, MD
Maryland
Mcclelland Wesley Wealth Management, Llc
2014 - Present (12 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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