William Mclean is a registered investment advisor at Mclean Capital Management, based in Sarasota, FL, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.8M 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 | 1.25% |
Fee is 1.25% for Large Cap, Mid Cap or Small Cap Long Only Portfolios, 1.50% for Large Cap, Mid Cap or Small Cap Tactical Portfolios, and 1.75% for McLean Capital Management Tactical Allocation Portfolios. Fees are negotiable.
Fee Estimator
Location
Sarasota, FL
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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
William is the CEO and sole owner of McLean Equity Research, LLC, which sells equity research on a subscription basis. He devotes minimal time to this activity.
Employment History
Current Registrations
Mclean Capital Management
Previous Registrations
Mclean Capital Management
Morgan Keegan & Company, INC.
State Registrations2 states
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