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Charles Maclean

Moneco Advisors
12 Years of Experience
New Canaan, CT
BrokerSells Insurance
View SEC Summary
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Charles Maclean is a registered investment advisor at Moneco Advisors, based in New Canaan, CT, with 12 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,812 clients with $2.3B in assets under management.

Moneco Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,812 clients
Average Client Portfolio
$811K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

Moneco Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. The exact fee is negotiated based on factors like the complexity of your situation, the size of your portfolio, and your financial planning needs. Fees are billed quarterly, either in advance or after the quarter, depending on the custodian. If you use a third-party money manager, their fees will be in addition to Moneco Advisors' fees, but will not exceed 1.00%.

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Location

175 Elm Street, New Canaan, CT, 06840

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles operates under the DBA MONECO New Canaan for his LPL business and provides investment advisory services through Moneco Advisors LLC, dedicating about a quarter of his time to the latter. He also uses Watercroft Capital LLC for tax/investment purposes and is affiliated with Daly Brokerage selling non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Moneco Advisors
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - September 2021 · 4 yrs 6 mos
MML Investors Services, LLC
March 2017 - September 2021 · 4 yrs 6 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
July 2014 - March 2017 · 2 yrs 8 mos
State Registrations9 states
AZCACTFLMINJNYPATX
AdvisorBrokerBoth

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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