Evan Mclachlan
Evan Mclachlan is a registered investment advisor at Mclachlan Investment Services LLC, based in Coeur D'Alene, ID, with 15 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $3.8M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees may be negotiable. Minimum annual fee of $200.
Fee Estimator
Location
Coeur D'Alene, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mclachlan Investment Services LLC
State Registrations1 state
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