Robert Mclean
Robert Mclean is a registered investment advisor at Hhm Wealth Advisors, LLC, based in Chattanooga, TN, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,238 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Subject to a $3,000 annual minimum fee. An account fee of $12.50 per quarter per account applies. Fees are negotiable based on the nature and complexity of client circumstances.
Fee Estimator
Location
1181 King Street, Chattanooga, TN, 37403
Get directionsHistory
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 ActivitiesSells Insurance
Robert is an independent licensed insurance agent since 2022, selling life insurance in Tennessee. He also works as a seasonal tax preparer and a part-time sports official.
Employment History
Current Registrations
Hhm Wealth Advisors, 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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