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Charles Mclean

Charles Mclean Capital Management
25 Years of Experience
Mckinney, TX
1 Disclosure
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Charles Mclean is a registered investment advisor at Charles Mclean Capital Management, based in Mckinney, TX, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more.

Charles Mclean Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $10.0M1.50%
$10.0M - $20.0M1.50%
$20M+1.50%

Total wrap fee includes a 0.20% non-negotiable program fee and a management fee up to 1.30%, with total fees not to exceed 1.50% and negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mckinney, TX

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History

Regulatory History (1)
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.
Customer Dispute
September 2020
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Charles Mclean Capital Management
May 2026 - Present · 5 mos
Previous Registrations
Spc
April 2009 - February 2026 · 16 yrs 10 mos
Sigma Financial CorporationBroker
April 2009 - February 2026 · 16 yrs 10 mos
Wachovia Securities Financial Network, LLC
June 2004 - April 2009 · 4 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
June 2004 - April 2009 · 4 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2001 - June 2004 · 3 yrs 2 mos
Regions Investment Company, INC.Broker
March 2001 - April 2001 · 1 mo
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
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