McLean Asset Management Corp Review


McLean Asset Management Corp, founded in 1998, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 16 advisors. McLean Asset Management Corp manages $739.67 million and provides investment advisory services for 574 clients (1:36 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.

Benefits


  • Been in business 20 years
  • No disciplinary history
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm has a high advisor to client ratio

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has less than $1B in assets under management
  • Firm has previously been found guilty of violating investment-related regulations by a regulatory agency other than the SEC or CFTC
  • A regulatory agency other than the SEC or CFTC has previously entered an order against this firm in connection with investment-related activity

Managed Investing


Expand fee details
Trust Score
81
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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 Notes 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 1:36


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