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 (1)
Regulatory
March 1992Other Business Activities
David is the successor trustee of the Craft Family Trust since August 2022. This requires a few hours per week.