MacLean Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$222,096,364
Total clients
156
42% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
52
Average account size
$1,423,695
About
MacLean Capital Advisors manages roughly $222 million for about 150 clients and serves individuals (including high‑net‑worth clients), pension/profit‑sharing plans, and charitable organizations. The firm offers discretionary portfolio management, individualized financial planning, and retirement plan consulting, generally billing on an asset‑based fee schedule common among similar advisers.
The firm constructs an Investment Policy Statement for each client and uses a mix of fundamental, technical, and cyclical analysis to guide portfolio construction and monitoring. Its active toolkit includes long‑ and short‑term trading, options strategies and the use of margin/borrowing in separately managed accounts — a practice that is uncommon among peers.
Noteworthy operational features include the advisers’ dual roles in broker/dealer and insurance capacities, which can result in acceptance of commissions or insurance compensation alongside advisory fees, and a practice of directing clients to the firm’s recommended custodian for account execution and fee debiting. The firm also imposes a typical account minimum of $500,000 (subject to waiver) and provides both one‑time financial plans and ongoing advisory relationships.
Client services
Expertise
Fee options
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
Main office location
MacLean Capital Advisors, LLC
74900 Us Highway 111, Ste 224
Indian Wells CA 92210, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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