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 clients' specific 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
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable based on a variety of objective and subjective factors.
Fee Estimator
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
Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182