MacLean Capital Advisors, LLC logo

MacLean Capital Advisors, LLC

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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

Financial planning Portfolio management Pension consulting

Expertise

Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fees for financial planning up to $5,000; flat fees or hourly fees for retirement plan consulting

Commissions

Commission from sale of securities and insurance products to clients

Project-based

Hourly fees for financial planning and retirement plan consulting (specific amounts not stated)

Other

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

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