McLean Asset Management Corporation (MAMC) offers investment management and consulting services to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. MAMC creates tailored investment programs based on client financial information and goals. Services include discretionary and non-discretionary investment management, financial planning, risk management, and retirement plan advice. MAMC may recommend insurance products through its affiliated agency, McLean Insurance Solutions, LLC.
Assets Under Management$820M
Clients506
Advisors17
Avg. per Client$1.6M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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