David Mclaren is a registered investment advisor at The Patriot Financial Group, LLC, based in Shrewsbury, MA, with 10 years of industry experience. David 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 3,136 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Patriot Financial Group's investment advisory fees range up to 2.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on month/quarter-end security valuations and billed monthly or quarterly. The Patriot Financial Group includes normal securities transaction fees as part of its overall investment advisory fee through The Patriot Financial Group Wrap Fee Program. Fees may be negotiable.
Location
385 South Street, Shrewsbury, MA, 01545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the president and a CPA for McLaren and Associates, CPAs, PC, an accounting firm providing tax and consulting services. He dedicates nearly full-time hours to this business during trading hours.
Employment History
Current Registrations
The Patriot Financial Group, LLC
State Registrations1 state
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