Timothy Bangert is a registered investment advisor at Mcclurg Capital Corporation, based in San Rafael, CA, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 82 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $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% |
Schedule shown is for Equities & Bonds (Blended) - The Performance Portfolio. Minimum account size $250,000. There is also a bond-only schedule with lower rates. There is also a "Management Plus Portfolio" with negotiated fees.
Fee Estimator
Location
950 Northgate Drive-Suite 301, San Rafael, CA, 94903
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Regulatory 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 →Employment History
Current Registrations
Mcclurg Capital Corporation
Mcclurg Capital CorporationBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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