Phillip Mcclain is a CFA-designated registered investment advisor at Mcclain Value Management, LLC, based in New Canaan, CT, with 24 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Schedule is for Equity Strategies. Income Strategy fees are: On the first $10,000,000: 0.40% per annum; On the next $15,000,000: 0.30% per annum; Over $25,000,000: 0.25% per annum.
Fee Estimator
Location
175 Elm Street, New Canaan, CT, 06840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcclain Value Management, LLC
State Registrations2 states
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