Advisor at McLean Capital Management
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Firm
McLean Capital Management
Location
Sarasota, FL
Credentials
Series 63, Series 65
Industry experience
22 years
William Mclean is the principal advisor at McLean Capital Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led McLean Capital Management since 2006 and is also the CEO and sole owner of McLean Equity Research, LLC, which offers subscription-based equity research to financial professionals and the public. McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers, including other registered advisers, and manages discretionary portfolios for a limited number of clients such as individuals, trusts, and retirement plan participants. The firm employs a bottom-up, fundamentally driven investment approach focused on valuation metrics derived from public SEC filings and maintains a small operational scale with approximately $2.8 million in discretionary assets under management.
Based on McLean Capital Management
Subscription fees up to $100 per month for research services (negotiated on case-by-case basis)
$0+: 1.25% annually for Large Cap, Mid Cap or Small Cap Long Only Portfolios $0+: 1.50% annually for Large Cap, Mid Cap or Small Cap Tactical Portfolios $0+: 1.75% annually for Tactical Allocation Portfolios
Account minimum: $250,000 (may be waived at firm's sole discretion)
Sarasota, FL
Florida · Texas
McLean Capital Manage
2006 - Present (20 years)
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