Charles McLean Capital Management, LLC is a registered investment advisor based in McKinney, Texas, offering portfolio management, wealth planning, and consulting services. The firm primarily serves high-net-worth individuals, families, trusts, estates, and retirement accounts through wrap fee programs. Charles McLean Capital Management operates primarily on a discretionary Separately Managed Account (SMA) model via its CMC Managed Account Wrap Fee Program, alongside a non-discretionary option called the CMC Freedom Choice Account. The firm emphasizes a top-down approach and technical analysis, utilizing individual securities, exchange-traded funds, mutual funds, options, and fixed-income instruments while avoiding illiquid private placements, hedge funds, and commodities. Comprehensive wealth management consulting is complimentary for discretionary wrap fee clients, covering retirement planning, tax strategies, estate planning, and risk management. Standalone financial planning and project-based consulting are also offered on a fixed-fee or hourly basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $20.0M | 1.50% |
| $20M+ | 1.50% |
Total wrap fee includes a 0.20% non-negotiable program fee and a management fee up to 1.30%, with total fees not to exceed 1.50% and negotiable for accounts over $10,000,000.