Advisor at MacLean Capital Advisors, LLC
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Firm
MacLean Capital Advisors, LLC
Location
Indian Wells, CA 92210
Credentials
Series 65
Industry experience
< 1 year
Halle Carter is a financial advisor at MacLean Capital Advisors, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining the firm, she worked in education and at UC Davis C-STEM for a combined nine years. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting primarily 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, managing accounts on a discretionary basis 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
MacLean Capital Advisors, LLC
2024 - Present (2 years)
UC Davis C-STEM
2020 - 2024 (4 years)
Education
2015 - 2020 (5 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
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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