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
1300 West Lodi Ave., Lodi, CA, 95242
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 Activities
Dennis serves as a successor trustee for the Jack Alquist Trust and the Faulkner Trust, and as trustee for the Wilkerson Family Trust. He is also a Vice President at Wulff Hansen & Co. (acquired by McClurg Capital Corporation), where he manages client portfolios, taking about half of his time.