Caruso Mclean & Co Review


Caruso Mclean & Co, founded in 2005, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Caruso Mclean & Co manages $175.25 million and provides investment advisory services for 104 clients (1:21 advisor/client ratio).

Caruso Mclean & Co requires a $50,000 minimum investment and charges between 1.80% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • No disciplinary history
  • Uses a trusted custodian
  • Firm has a high advisor to client ratio
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 13 years
  • Firm is a broker-dealer or is affiliated with one and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management
  • Communications sent to the firm’s website are not secure and encrypted

Managed Investing


Expand fee details
Trust Score
72
info_outline

Annual Management Fee Percent
$50,000 to $500,000 1.80%
$500,001 to $1,000,000 1.50%
$1,000,001 to $2,500,000 1.25%
$2,500,001 to $5,000,000 1.00%
$5,000,001+ 0.75%
Feature Value
Estimated Fees (Annual) $1,650 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $1,685,069
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $175.25 million
Advisor / Client Ratio 1:21


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