TrueAdvisor
TrueAdvisor
AL
CFP
AL
CFP

Alana Light

Mclean Asset Management CORP.
13 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Mclean Asset Management CORP.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,500

Location

1900 Gallows Road, Suite 350, Tysons, VA, 22182

Get directions

History

Regulatory History (2)
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.
Criminal
March 2010
Final Disposition
Criminal
November 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mclean Asset Management CORP.
February 2018 - Present · 8 yrs
Previous Registrations
Eagle Strategies LLC
March 2017 - February 2018 · 11 mos
Nylife Securities LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Nationwide Securities, LLC
October 2014 - September 2015 · 11 mos
Nationwide Securities, LLCBroker
April 2014 - September 2015 · 1 yr 5 mos
Woodbury Financial Services, INC.
July 2013 - October 2013 · 3 mos
Woodbury Financial Services, INC.Broker
July 2013 - October 2013 · 3 mos
First Command Financial Planning, INC.
August 2011 - June 2013 · 1 yr 10 mos
First Command Financial Planning, INC.Broker
July 2011 - June 2013 · 1 yr 11 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.