McClurg Capital offers investment advice and manages portfolios for individuals, trusts, pension plans, and charitable organizations. They create customized portfolios using stocks, bonds, ETFs, and other securities based on each client's needs and risk tolerance. McClurg Capital does not use model portfolios, instead tailoring each portfolio to the client's specific situation. McClurg Capital is also a broker/dealer and insurance agency.
Assets Under Management$93M
Clients82
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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