Mclean Asset Management Corp


Mclean Asset Management Corp, founded in 1998, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 15 advisors. Mclean Asset Management Corp manages $739.67 million and provides investment advisory services for 574 clients (1:38 advisor/client ratio).

Mclean Asset Management Corp requires a $250,000 minimum investment and charges between 1.25% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


Expand fee details
Trust Score
81
info_outline

Annual Management Fee Percent
$0 to $1,000,000 1.25%
$1,000,001 to $2,500,000 1.00%
$2,500,001 to $5,000,000 0.80%
$5,000,001 to $10,000,000 0.70%
$10,000,001+ 0.50%
Feature Value
Estimated Fees (Annual) $3,125 on a $250,000 portfolio
Annual Management Fee Details None
Minimum Investment $250,000
Minimum Annual Fee $3,125
Average Account AUM $1,288,631
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $739.67 million
Advisor / Client Ratio 1:38


Questions & Answers



Get answers from Mclean Asset Management Corp


Ask a question question_answer


Feedback