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McLachlan Investment Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,800,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
10
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$380,000
About
The firm provides discretionary investment supervisory services and financial planning to individuals, small and medium businesses, trusts, pension plans and non-profit organizations. It develops a client-specific investment policy statement through personal discussions and also offers pension consulting and plan-related services in addition to ongoing portfolio management.
The investment approach emphasizes long-term, disciplined, strategic investing with broad diversification and a buy-and-hold orientation, guided by fundamental and quantitative analysis. Portfolios are typically composed of ETFs, mutual funds and cash equivalents across domestic and international equity and debt exposures, and may occasionally include covered calls, currency, commodity and precious metals funds as well as OTC and fixed-income instruments.
Noteworthy for a firm of its size, it accepts and advises pension and profit-sharing plans and provides portfolio management for institutional clients — services that are relatively uncommon among peers. The firm documents formal policies (a written code of ethics, block trading procedures and a trade-error policy), conducts monthly reviews, and makes hourly financial planning available on topics such as retirement, taxes, insurance and college planning.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
Fee options
$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.
Main office location
McLachlan Investment Services LLC
Coeur D'alene ID, United States
Number of offices
1
Most active in
McLachlan Investment Services LLC has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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