Brian Bass is a CFP-designated registered investment advisor at Mclean Asset Management CORP., based in Tysons, VA, with 11 years of industry experience. Brian 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a licensed producer for McLean Insurance Services, LLC, selling fixed insurance and annuity products, dedicating a few hours per week. Brian also makes appearances as an alumni for the MLB/Baltimore Orioles, spending minimal time on this activity.
Employment History
Current Registrations
Mclean Asset Management CORP.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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.