Ian Mcleod is a CFP-designated registered investment advisor at Sustainable Advisors Alliance LLC, based in San Francisco, CA, with 21 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 9 more. Their firm serves 559 clients with $230M 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 $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $1.0M | 0.70% |
| $1.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are maximums and may be lower or negotiable. Sub-advisor portfolio management programs charge up to 1.95% on all asset levels.
Fee Estimator
Location
San Francisco, CA
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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
Sustainable Advisors Alliance LLC
Previous Registrations
Impact Investors
Communitas Financial Planning Pbc
Financial West Group
The Social Equity Group, INC.
Financial West Investment Group, INC.
State Registrations2 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.
Exams
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