AM
CFP
AM
CFP

Andrew Mclane

10 Years of Experience
Bloomfield Hills, MI

Andrew Mclane is a CFP-designated registered investment advisor at Northern Financial Advisors, INC, based in Bloomfield Hills, MI, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 324 clients with $680M in assets under management.

Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
324 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$684.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Rate applies to the Asset Management Retainer. Investment management is also included in the Standard and Spark retainers, which have separate fee structures based on net worth, gross income, and assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304

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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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Employment History
Current Registrations
Northern Financial Advisors, INC
January 2016 - Present · 10 yrs 9 mos
State Registrations1 state
MI
Advisor

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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