About MACLEAN CAPITAL ADVISORS, LLC
MACLEAN CAPITAL ADVISORS, LLC is a leading financial services firm that offers expert advice and guidance to individuals and businesses looking to manage their finances and investments. As trusted financial advisors, the team at MACLEAN CAPITAL ADVISORS, LLC has a deep understanding of the financial industry and the ever-changing market trends.
How does the advisor help clients – Key Takeaways:
As experienced financial experts, the team at MACLEAN CAPITAL ADVISORS, LLC provides a range of services to help clients achieve their financial goals. Some of the key takeaways of working with MACLEAN CAPITAL ADVISORS, LLC include:
- Expert financial advice and guidance
- Customized solutions tailored to each client’s unique needs
- Access to a team of highly trained and experienced financial professionals
- A comprehensive approach to financial planning and investment management
Facts and Insights
To give a better understanding of the firm and its services, here are some key facts and insights about MACLEAN CAPITAL ADVISORS, LLC:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
These numbers demonstrate MACLEAN CAPITAL ADVISORS, LLC’s track record of success and their ability to handle a significant amount of assets. With a team of 10 advisors, clients can expect personalized attention and a high level of expertise.
Financial Services Offered
MACLEAN CAPITAL ADVISORS, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Financial planning and investment management
- Wealth management
- Estate planning
- Tax planning
- Retirement planning
- Insurance and risk management
The firm takes a holistic approach to financial planning, taking into consideration all aspects of their clients’ financial lives to create a personalized plan for their unique goals and needs.
Client Types
MACLEAN CAPITAL ADVISORS, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Small business owners
The firm has experience working with clients from various backgrounds and industries, giving them a broad perspective on the financial needs and goals of different types of clients.
Fees & Compensation
MACLEAN CAPITAL ADVISORS, LLC is a fee-only firm, which means they do not earn commissions from selling financial products. Instead, they charge an annual fee based on a percentage of the client’s assets under management. This fee structure ensures that their interests are aligned with their clients’ and eliminates potential conflicts of interest.
Background
MACLEAN CAPITAL ADVISORS, LLC was founded in 2005 by John Maclean, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) with a strong commitment to providing personalized and objective financial advice to his clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. Here are some key disclosures related to MACLEAN CAPITAL ADVISORS, LLC:
- No criminal disclosures
- No regulatory disclosures
- No civil judicial disclosures
These disclosures demonstrate the firm’s commitment to conducting business ethically and upholding high standards of professionalism and integrity.