David Mclaren is a registered investment advisor at The Patriot Financial Group, LLC, based in Shrewsbury, MA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 8 more. Their firm serves 2,545 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fees generally range up to 2.00% of assets under management (up to 2.50% under the wrap fee program), depending on complexity and portfolio size. Fees are negotiable.
Fee Estimator
Location
385 South Street, Shrewsbury, MA, 01545
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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 →Other Business Activities
David is the president and a CPA for McLaren and Associates, CPAs, PC, an accounting firm providing tax and consulting services. He dedicates nearly full-time hours to this business during trading hours.
Employment History
Current Registrations
The Patriot Financial Group, LLC
State Registrations1 state
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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