Mclean Asset Management CORP.

Assets Under Management

$819.2M

Number of Clients

506

Number of Advisors

17

Average Client AUM

$1.6M

AUM per Advisor

$48.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

McLean Asset Management Corporation (MAMC) offers discretionary and non-discretionary investment supervisory services, tailoring programs to client needs. They also provide financial planning, risk management counsel, and retirement plan services. MAMC may recommend insurance products through its affiliate, McLean Insurance Solutions, LLC.

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location

1900 Gallows Road, Suite 350, Tysons, VA, 22182

17 Advisors at this firm