AL
CFP
AL
CFP
Alana Light is a CFP-designated registered investment advisor at Mclean Asset Management CORP., based in Tysons, VA, with 13 years of industry experience. Alana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 506 clients with $820M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. An additional 0.40% annual fee applies to assets managed using MAMC's Tax-Managed Core Equity strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
Get directionsHistory
Regulatory History (2)
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Criminal
March 2010Final Disposition
Criminal
November 2007Final Disposition
Employment History
Current Registrations
Mclean Asset Management CORP.
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
March 2017 - February 2018 · 11 mos
Nylife Securities LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Nationwide Securities, LLC
October 2014 - September 2015 · 11 mos
Nationwide Securities, LLCBroker
April 2014 - September 2015 · 1 yr 5 mos
Woodbury Financial Services, INC.
July 2013 - October 2013 · 3 mos
Woodbury Financial Services, INC.Broker
July 2013 - October 2013 · 3 mos
First Command Financial Planning, INC.
August 2011 - June 2013 · 1 yr 10 mos
First Command Financial Planning, INC.Broker
July 2011 - June 2013 · 1 yr 11 mos
State Registrations2 states
TXVA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.