Michael Mcclain is a CFA-designated registered investment advisor at Pac Capital, LLC, based in Lake Forest, IL, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $48M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees may differ based on account size, strategy, complexity and the overall services provided, among other factors. Under certain circumstances fees may be negotiable. Generally, the Firm may impose a minimum annual fee of $5,000 for investment advisory services.
Fee Estimator
Location
Lake Forest, IL
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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
Pac Capital, LLC
Previous Registrations
Pac Capital, LLC
Hedeker Wealth LLC
State Registrations1 state
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