Halle Carter is a registered investment advisor at Maclean Capital Advisors, LLC, based in Indian Wells, CA. Halle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 160 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MacLean Capital Advisors charges a fee based on the value of your portfolio, but the brochure states that the maximum fee will not exceed 1% annually. The exact fee is negotiable. Fees are paid quarterly in advance, and you can cancel the agreement with five days' written notice for a refund of unearned fees.
Location
74900 Us Highway 111, Ste 224, Indian Wells, CA, 92210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Maclean Capital Advisors, LLC
State Registrations1 state
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