Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.99% |
| $500K - $1.0M | 0.89% |
| $1.0M - $2.0M | 0.79% |
| $2.0M - $4.0M | 0.69% |
| $4M+ | 0.59% |
This fee schedule applies to Equities & Bonds (Blended) portfolios. There is a separate fee schedule for Bonds portfolios.
Fee Estimator
McClurg Capital charges a quarterly management fee based on the value of assets under management. The minimum account size is $100,000, but may be waived under certain circumstances. Fees vary depending on the portfolio type (Equities & Bonds or Bonds). Transaction charges apply for agency stock, principal bond, and mutual fund transactions, but not for select ETFs. A negotiated annual fee is available for the Management Plus Portfolio, which includes transaction charges. Lower fees may be available from other sources.
Areas of Practice
Advisor Information
Office location
950 Northgate Drive-Suite 301, San Rafael, CA, 94903
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesse is involved in several outside business activities. He is a member of the California Department of Insurance Curriculum Board, an agent/broker for San Francisco Bay Area Health Plans, a loan agent for Pacific Wide Lending, a National Board Trustee for NAIFA, and a personal financial counselor for the Department of Defense, taking about half of his time.