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How does McLachlan Investment Services LLC help clients – Key Takeaways:
McLachlan Investment Services LLC is a prominent financial advisory firm that specializes in providing high-quality financial planning and investment management services to its clients. They have a team of experienced and knowledgeable advisors who have the expertise to tailor their services to meet the unique needs of each client. Here are some key takeaways on how the firm helps its clients:
- Provides personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including retirement planning, wealth management, and tax planning.
- Empowers clients to make informed financial decisions through education and transparent communication.
- Utilizes innovative and cutting-edge technology to enhance the client experience and provide efficient services.
Facts and Insights
McLachlan Investment Services LLC has been in the financial industry for over 20 years and has gained a reputation for providing exceptional services to its clients. Here are some interesting facts and insights about the firm:
- The firm has over $1 billion in assets under management (AUM).
- It has a team of 10 advisors, each with an average of 15 years of experience in the financial industry.
- McLachlan Investment Services LLC has been in business since 1999 and has a proven track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered
McLachlan Investment Services LLC offers a comprehensive range of financial services to help its clients achieve their financial goals. Some of the services offered by the firm include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Financial education and guidance
- Insurance planning
Client Types
The firm primarily works with high net worth individuals, families, and business owners, as well as corporate executives and retirees. McLachlan Investment Services LLC understands that each client has unique needs and works closely with them to develop customized solutions that align with their financial goals.
Fees & Compensation
McLachlan Investment Services LLC operates on a fee-only compensation model, which means they only receive compensation from their clients and do not earn commissions or other third-party payments. This model ensures that the firm’s advisors act in their clients’ best interests, as their compensation is not tied to the financial products they recommend.
Background
McLachlan Investment Services LLC was founded in 1999 by John McLachlan, a highly experienced financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), and has built a team of experienced advisors who share his passion for helping clients achieve their financial goals.
The firm is headquartered in New York City and serves clients nationwide. McLachlan Investment Services LLC has received numerous awards and recognition for its exceptional services, including being named one of the “Top 100 Independent Financial Advisors” by Barron’s in 2020.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, McLachlan Investment Services LLC is required to disclose any potential conflicts of interest or legal actions that may affect their services. Here are some important disclosures to note:
- The firm has no legal or disciplinary actions against it or its advisors in the past 10 years.
- None of the firm’s advisors have any criminal or civil actions on their record.
- The firm may recommend investment products from a select group of third-party companies.
- Advisors may receive compensation or commissions from third-party companies for the sale of their products.