McLean Asset Management Corp Review


Trust Score 81%
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McLean Asset Management Corp, federally registered in 1998, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 15 advisors. McLean Asset Management Corp manages $740 million and provides investment advisory services for 574 clients (1:39 advisor/client ratio).

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

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 39 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Firm has a disciplinary history

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 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 Yes
Total AUM $740 million
Advisor / Client Ratio 1:39
Headquarters Mclean, VA
SEC Filings Forms and Brochures


Annual Fee Ranges 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%


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