McLean Asset Management Corporation provides investment management and financial planning consulting services to individuals, trusts, estates, charitable organizations, and business retirement plans. Founded in 1984, the firm builds globally diversified portfolios primarily using mutual funds, exchange-traded funds, and individual equity strategies, incorporating asset allocation principles and modern portfolio theory. McLean Asset Management Corporation offers both discretionary and non-discretionary management, where the firm makes trades on your behalf or provides recommendations for your approval. Additional services include consulting on retirement planning, tax matters, estate planning, education funding, and insurance analysis through an affiliated agency. The firm emphasizes long-term buy-and-hold strategies and can incorporate environmental, social, and governance screening into portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Subject to a minimum quarterly fee of $3,125. Tax-managed core equity strategies generally add an extra 0.40% annual fee.