Mcfarlane Investment Advisory Services Inc.

Overview

McFarlane Investment Advisory Services Inc. is a small, owner-operated wealth management firm that combines advisory work with broker-dealer registered representative and insurance brokerage activity. The firm focuses on portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees, hourly fees and commissions. Its filing indicates a conservative liquidity posture — a meaningful portion of client assets sit in cash and cash equivalents — while the firm also allocates to third-party alternative managers in real estate and commodities. McFarlane Investment Advisory Services Inc. does not identify as an ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices