CR
CFP

Catrina Lynn Rastonis

14 Years of Experience

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
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Advisor Information

Office location

Hooksett, NH

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Regulatory History (1)
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Employment Separation After Allegations
September 2017
Employment History
Current Registrations
Mclean Asset Management CORP.
January 2023 - Present · 3 yrs
Previous Registrations
Aurelius Family Office, LLC
October 2022 - January 2023 · 3 mos
Mclean Asset Management CORP.
June 2018 - December 2022 · 4 yrs 6 mos
Strategic Advisers, INC.
January 2012 - October 2017 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2011 - October 2017 · 6 yrs 7 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.