Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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 based on a variety of objective and subjective factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$3,125
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$250 - $1,000/hr

MAMC charges an annual fee based on the value of assets managed, as shown in the table. The minimum quarterly fee is $3,125, but this may be waived or reduced. Fees are negotiable based on factors like the scope of the engagement and the length of the client relationship. Consulting services are available on an hourly basis ($250-$1,000/hour) or a flat rate ($1,000-$50,000), depending on the complexity. A portion of client assets may be managed using MAMC's Tax-Managed Core Equity strategies, which incurs an additional annual fee of 0.40%.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

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

Get directions
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2010
Final Disposition
Criminal
November 2007
Final Disposition
Employment History
Current Registrations
Mclean Asset Management CORP.
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
March 2017 - February 2018 · 11 mos
Nylife Securities LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Nationwide Securities, LLC
October 2014 - September 2015 · 11 mos
Nationwide Securities, LLC Broker
April 2014 - September 2015 · 1 yr 5 mos
Woodbury Financial Services, INC.
July 2013 - October 2013 · 3 mos
Woodbury Financial Services, INC.Broker
July 2013 - October 2013 · 3 mos
First Command Financial Planning, INC.
August 2011 - June 2013 · 1 yr 10 mos
First Command Financial Planning, INC.Broker
July 2011 - June 2013 · 1 yr 11 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Alana Light - Financial Advisor | AdvisorDiscover