Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McLaughlin Ryder offers wrap fee programs with fees based on a percentage of assets under management. The minimum account size for these programs is $250,000. Fees include advisory services, performance measurement, transaction costs, custody services, and trading, but do not cover the fees and expenses of underlying ETFs, closed-end funds, or mutual funds. Fees are negotiable based on factors like scope, complexity, assets managed, and the overall client relationship.
Areas of Practice
Advisor Information
Office location
1421 Prince Street, Suite 200, Alexandria, VA, 22314
Get directionsRegulatory History (2)
Customer Dispute
August 2003Customer Dispute
June 2002Other Business Activities
Shawn is a director at Burke & Herbert Bank & Trust Co., owner/president of The McLaughlin Companies, LLC, owner of Union Street Partners, LLC, and owner/CEO of Management Solutions Plus, Inc. These activities involve community banking, a holding company, an investment company, and association management, respectively.