James Mc Garry
Advisor at Navellier & Associates Inc — Hillsborough, NJ
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.
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.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
22 years
Location
Hillsborough, NJ
Navellier & Associates Inc
Team
Clients per advisor
100 Very HighAvg AUM per client
$993,559 TypicalHNW client ratio
97% Very HighJames Mc Garry is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Navellier & Associates Inc. since 2014 and previously held roles at Edelman Financial Services, Chase Investment Services, Equitable Advisors, and MetLife Investment Fund Services. At Navellier, he serves as Senior Director of Private Client Services, providing private account management to high net worth clients. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process, constructing concentrated and diversified equity portfolios alongside tactical ETF, covered-call, and dividend-focused strategies.
Based on Navellier & Associates Inc
Based on Navellier & Associates Inc
$500,000 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.70% $5,000,000+: 0.60%
Fee of 10% of net profits annually, subject to SEC Rule 205-3 qualifications; 0.90% annual fee if terminated within first year.
Account minimum: $500,000
Hillsborough, NJ
Hillsborough NJ
Advisors at this office
1
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22 years of industry experience
Navellier & Associates, Inc.
2014 - Present • 12 years
Reno, NV
Edelman Financial Services, LLC
2012 - 2013 • 1 year
Chase Investment Services Corp.
2011 - 2012 • 1 year
Stirling, NJ
Equitable Advisors
2005 - 2011 • 6 years
NJ
MetLife Investment Fund Services LLC
2003 - 2004 • 1 year
Woodbridge, NJ
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