McLaughlin Asset Management is a registered investment advisor offering investment management and financial planning. They manage client assets in stocks, bonds, exchange-traded funds, and mutual funds. Financial planning services are included at no additional cost for investment management clients. They also offer retirement plan consulting to employer plan sponsors.
Assets Under Management$130M
Clients99
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum asset level of $1,000,000 typically required, but may be waived. Fee will never exceed 2% of total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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