Catrina Lynn Rastonis

CFP

Mclean Asset Management CORP.

14 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Mclean Asset Management CORP.

Compensation

Fee-Only (AUM)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

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$12,500

Location

Hooksett, NH

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History

Regulatory History (1)

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Employment Separation After Allegations

September 2017

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Employment History

Current Registrations

Mclean Asset Management CORP.

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Aurelius Family Office, LLC

October 2022 - January 2023 · 3 mos

Mclean Asset Management CORP.

June 2018 - December 2022 · 4 yrs 6 mos

Strategic Advisers, INC.

January 2012 - October 2017 · 5 yrs 9 mos

Fidelity Brokerage Services LLCBroker

March 2011 - October 2017 · 6 yrs 7 mos

State Registrations2 states

NHTX

Advisor

Exams

No exam information available for this advisor.