MacLean Capital Advisors offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and request authority to make trades without client permission. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. MacLean Capital Advisors primarily advises on mutual funds, equities, bonds, ETFs, and annuities.
Assets Under Management$220M
Clients160
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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.
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