McLachlan Investment Services (MIS) creates and manages investment portfolios based on your individual needs and goals. MIS focuses on long-term investing with broad diversification and does not engage in short-term trading. MIS manages client funds on a discretionary basis.
Assets Under Management$3.8M
Clients11
Advisors1
Avg. per Client$350K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees may be negotiable. Minimum annual fee of $200.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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