Advisor at MacLean Capital Advisors, LLC
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.
Firm
MacLean Capital Advisors, LLC
Location
Indian Wells, CA 92210
Credentials
CFA®, Series 66
Industry experience
25 years
Christian Maclean is a CFA® charterholder with 25 years of industry experience. He is a principal at MacLean Capital Advisors, LLC, where he has worked since 2011, and also has experience with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in independent insurance sales. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, generally managing accounts on a discretionary basis aligned with documented client risk tolerances.
Based on MacLean Capital Advisors, LLC
Based on MacLean Capital Advisors, LLC
Flat fees for financial planning up to $5,000; flat fees or hourly fees for retirement plan consulting
Commission from sale of securities and insurance products to clients
Hourly fees for financial planning and retirement plan consulting (specific amounts not stated)
Account minimum: $500,000 (may be waived) Fee-only: Flat fees up to $5,000 for financial planning; hourly or flat fees or up to 0.50% of plan assets for retirement plan consulting
74900 Us Highway 111, Ste 224
Indian Wells, CA 92210
California
Purshe kaplan Sterling Investments
2011 - Present (15 years)
Maclean Capital Advisors
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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