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MacLean Capital Advisors, LLC

Headquartered in INDIAN WELLS, CA

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Firm Information

MacLean Capital Advisors, LLC is an investment advisor based in INDIAN WELLS, CA. The firm has 2 licensed agents and manages $201,394,655 in regulatory assets. The firm provides financial planning, pension consulting, and portfolio management for individuals. They serve high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

MacLean Capital Advisors, LLC

74900 US HIGHWAY 111

INDIAN WELLS, CA 92210

$201.39M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MACLEAN CAPITAL ADVISORS, LLC has a total of 1 branch locations across the country.
location

INDIAN WELLS, CA

Advisors at MacLean Capital Advisors, LLC

View All 2 Advisors
Unclaimed
Brette Helbig MacLean

RA

INDIAN WELLS, CA

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Christian Andrew alexander MacLean

CFA®, RA

INDIAN WELLS, CA

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Disclosures

There are no public disclosures for MacLean Capital Advisors, LLC.

Frequently Asked Questions (8)

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