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Jason Maclean

C2 Private Wealth
8 Years of Experience
Bloomfield Hills, MI
Sells Insurance
View SEC Summary
View SEC Summary

Jason Maclean is a registered investment advisor at C2 Private Wealth, based in Bloomfield Hills, MI, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,066 clients with $1.8B in assets under management.

C2 Private Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,066 clients
Average Client Portfolio
$879K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fee will not exceed 1.00% annually, but is negotiable on a client-by-client basis. Clients also pay a platform fee ranging from 0.00% to 0.50% and may pay an additional 0.05% for tax-loss harvesting services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

36800 Woodward Avenue, Suite 101, 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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Other Business ActivitiesSells Insurance

Jason works as an insurance agent selling insurance through Senior Planning Advisors, LLC since January 2023. This activity takes nearly full-time.

Employment History
Current Registrations
C2 Private Wealth
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Assetmark Brokerage, LLCBroker
December 2019 - January 2023 · 3 yrs 1 mo
Assetmark, INC.
June 2019 - January 2023 · 3 yrs 7 mos
Global Financial Private Capital, LLC
July 2018 - June 2019 · 11 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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