Advisor at McLachlan Investment Services 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
McLachlan Investment Services LLC
Location
Coeur D'alene, ID
Credentials
Series 65
Industry experience
15 years
Evan Mclachlan is a Series 65-licensed financial advisor with 15 years of industry experience. He operates McLachlan Investment Services LLC, an independent firm based in Coeur D'Alene, ID, where he has provided investment advisory services since 2010. McLachlan Investment Services LLC offers discretionary investment supervisory services and financial planning to individuals, businesses, trusts, pension plans, and non-profit organizations. The firm follows a long-term, disciplined investment approach with broad diversification and serves both retail and institutional clients, including pension and profit-sharing plans.
Based on McLachlan Investment Services LLC
$0 - $250,000: 1.25% per annum $250,000 - $500,000: 1.00% per annum $500,000+: 0.8% per annum
$250 per hour for financial planning and related advisory services.
Account minimum: No minimum account size required; however, the minimum annual fee is $200 ($50 quarterly), which is negotiable in some circumstances. Minimum fee: Minimum annual fee of $200 ($50 quarterly), negotiable in some circumstances.
Coeur D'alene, ID
Idaho
Investment Advisor Prerequisites
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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