MacLachlan Wealth Management (MWM) offers wealth management solutions to individuals, families, and business owners. MWM provides investment management on a discretionary basis, utilizing various securities such as stocks, bonds, and ETFs. When requested, MWM also provides financial planning and estate analysis. MWM may work with outside parties to coordinate family wealth for high-net-worth clients. MWM does not offer legal advice.
Assets Under Management$100M
Clients105
Advisors1
Avg. per Client$970K
Avg. per Advisor$100M
www.linkedin.com/company/maclachlan-wealth-mana... ·www.macwm.com ·www.linkedin.com/in/kent-maclachlan-200a2
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be discounted for family, friends, or based on the complexity of the client situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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