Early Mcclintic & Mcmillan, LLC

Early McClintic & McMillan, LLC is a financial advisor firm established in 1997 and registered as an investment adviser since August 2017. The firm specializes in offering investment advisory services to individuals, families, high-net-worth individuals, retirement plan sponsors, and foundation trustees. Their services include financial planning, portfolio management, pension consulting, and the selection of other advisers. EMCMC provides discretionary and non-discretionary portfolio management services, tailored to individual client goals, time horizons, liquidity needs, and risk objectives. They may use third-party managers and regularly monitor performance. Clients can place restrictions on investments and maintain ownership of securities. EMCMC may recommend the use of margin and/or option transactions, with a focus on acting in the client's best interest. The firm also offers pension consulting services, retirement account rollover recommendations, and stand-alone financial planning services. Their fee structure is based on a percentage of assets under management, with additional fees for financial planning services billed on an hourly basis. EMCMC does not accept performance-based fees, acts as a fiduciary, and does not vote proxies on behalf of clients. The firm does not have custody of client funds and securities, which are held at a custodian selected by the client. EMCMC does not accept funds payable to the firm and does not accept securities from clients.