Andrew Mc Lane
Advisor at Northern Financial Advisors, Inc.
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.
Advisor at Northern Financial Advisors, Inc.
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
Bloomfield Hills, MI 48304
Credentials
CFP®
Industry experience
10 years
Andrew Mc Lane is a CFP® professional with 10 years of experience, currently serving at Northern Financial Advisors, Inc. in Bloomfield Hills, MI, where he has worked since 2013. He is part of a six-advisor team focused on financial planning and investment management. Northern Financial Advisors serves individual and high-net-worth clients with holistic financial planning and discretionary investment management. The firm’s Functional Asset Allocation™ framework aligns portfolios with clients’ life circumstances and tax considerations, offering tailored strategies through retainer-based engagements that often include tax preparation.
Based on Northern Financial Advisors, Inc.
Based on Northern Financial Advisors, Inc.
Less than $75,000+: Spark Retainer fee: $750 plus 1.5% of gross income (excluding capital gains/losses) $75,000 - $500,000: Spark Retainer fee: 1% of investible assets plus 1.5% of gross income (excluding capital gains/losses) $0+: Asset Management Retainer fee: 1% of assets under management
Minimum fee: Standard Retainer fixed annual fee ranging between $6,200 and $75,000 Fee-only: Firm is fee-only; compensated solely by fees from clients; no commissions
74 E. Long Lake Rd., Suite 200
Bloomfield Hills, MI 48304
Michigan
Northern Financial Advisors
2013 - Present (13 years)
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