Advisor at Mclean Asset Management Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tysons, VA 22182
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Alana Light is a CFP® professional with 13 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2018. Her prior experience includes roles at Eagle Strategies (NY Life) and Strategic Financial Associates. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, managing approximately $819.2 million in assets with a team of 17 advisors.
Based on Mclean Asset Management Corp.
Based on Mclean Asset Management Corp.
Consulting fees between $1,000 and $50,000 depending on scope and complexity
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually $10,000,000.01+: 0.50% annually
Consulting fees between $250 and $1,000 per hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125 for standard investment management services, may be waived or reduced Fee-only: Negotiable consulting fees between $250 and $1,000 per hour or between $1,000 and $50,000 flat fee
1900 Gallows Road, Suite 350
Tysons, VA 22182
Texas · Virginia
McLean Asset Management Corporation
2018 - Present (8 years)
Eagle Strategies (NY Life)
2017 - 2018 (1 year)
Nylife Securities, Eagle, Strategic Financial Associates
2016 - 2018 (2 years)
Strategic Financial Associates, Inc.
2016 - 2018 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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