What separates MacLean Capital Advisors from other financial advisors?
It's easy to become a financial advisor, but few are uniquely qualified like our advisors. Testament to our knowledge are the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations held by company-founder Christian MacLean. We also stand apart from most of our counterparts because we are an independent, fee-based firm. As such, we firmly believe that we're better able to focus solely on our clients' best interests.
What is a fee-based financial advisor?
Fee-based advisors receive fees for their service, rather than basing their business on sales commissions. This model helps to limit or eliminate conflicts of interest. MCA uses the fee-based model as a means of aligning our interests with those of our clients.
Our fee varies based on each client’s asset level and the scope of work; please contact us for details.
What does being a fiduciary mean?
At MacLean Capital Advisors, we adhere to the far more rigorous “fiduciary standard." that means we are required to act in our clients’ best interests at all times, and all of our advice must be conflict-of-interest-free. If a potential conflict does arise, we must notify clients immediately and fully explain the conflict.
What is your investment approach?
We are a growth-and-income investment boutique, with Chartered Financial Analyst (CFA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and low volatility over time. And our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.
How do I transfer my assets to you from another advisor?
Just provide us with a copy of a current statement. We’ll set up a new account at Charles Schwab and have your assets transferred into it.
Where will my assets be held?
Client assets are held with a third-party custodian, Charles Schwab. MacLean Capital Advisors has no direct access to your assets.