Mclaughlin Ryder Investments, INC.
Assets Under Management
$471.6M
Number of Clients
440
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$157.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
McLaughlin Ryder offers discretionary and non-discretionary wrap fee programs. They collaborate with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy. They construct portfolios primarily consisting of mutual funds, ETFs, equities, and fixed income securities.
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
Location
1421 Prince Street, Suite 200, Alexandria, VA, 22314