Paige Ducey is a registered investment advisor at Mclean Asset Management CORP., based in Mt. Pleasant, SC, with 14 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 506 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. An additional 0.40% annual fee applies to assets managed using MAMC's Tax-Managed Core Equity strategies.
Fee Estimator
Location
Mt. Pleasant, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mclean Asset Management CORP.
Previous Registrations
Bull Harbor Capital LLC.
Curran Financial Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Apollon Wealth Management, LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
LPL Financial LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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