Mcclurg Capital Corporation
Assets Under Management
$83.3M
Number of Clients
82
Number of Advisors
7
Average Client AUM
$1.0M
AUM per Advisor
$11.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
McClurg Capital offers investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. They construct portfolios with stocks, bonds, REITs, and other securities based on client needs and risk tolerance, using an Investment Policy Questionnaire to define investment parameters. The firm is dually registered as a broker/dealer and a Registered Investment Advisor.
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
Location
950 Northgate Drive Suite 301, San Rafael, CA, 94903-3436