Advisor at Maple Street 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
Maple Street Capital Advisors, LLC
Location
Barrington, IL
Credentials
CFA®
Industry experience
7 years
David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.
Based on Maple Street Capital Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Minimum fee: Minimum annual fee of $3,000 if portfolio management fee is less than $3,000; financial planning fee charged at year-end to make up the difference Fee-only: Fees are generally negotiable and final fee schedule memorialized in client agreement; financial planning included unless portfolio management fee is less than $3,000
Barrington, IL
Illinois
Maple Street Capital Advisors, LLC
2018 - Present (8 years)
Self Employed Investor
2015 - 2018 (3 years)
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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