AM
CFP
AM
CFP

Andrew Michael Mclane

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$619.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northern Financial Advisors, INC
January 2016 - Present · 10 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Andrew Michael Mclane - Financial Advisor | TrueAdvisor