McLoud Advisory Services refers clients to third-party managers who handle investment decisions and manage client accounts. McLoud Advisory Services receives a portion of the fee charged by these managers. McLoud Advisory Services also provides general newsletters and workshops. Jeffrey McLoud is the owner and Chief Compliance Officer.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
McLoud Advisory Services does not directly manage investments. Instead, they refer you to third-party managers who will manage your investments. The fees you pay will vary depending on the manager you choose. McLoud Advisory Services receives a portion of the fee you pay to the third-party manager. You may also incur additional charges such as mutual fund sales loads or retirement plan fees.
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