Todd Mclane
Todd Mclane is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 43 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1988Other Business ActivitiesSells Insurance
Todd uses "The McLane Agency/Mclane Advisors" as a DBA for branding purposes. He also sells life insurance and fixed annuities, dedicating a few hours per week to this activity, and owns McLane Asset Management LLC for expenses and payroll.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
Advantage Capital CorporationBroker
Uslife Equity Sales CORP.Broker
Advantage Capital CorporationBroker
Uslife Equity Sales CORP.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.