McLean Capital Management offers equity research and model portfolio recommendations on a subscription basis. They also provide discretionary portfolio management services to individual clients, investing in long-only or hedge portfolios based on large-cap, mid-cap, and small-cap stocks. McLean Capital Management also acts as a sub-advisor to other registered investment advisors.
Assets Under Management$2.8M
Clients5
Advisors1
Avg. per Client$560K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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