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
McClurg Capital offers investment advisory and portfolio management services using stocks, bonds, REITs, and other securities. They tailor portfolios to client needs, expectations, and risk tolerance, using an Investment Policy Questionnaire to guide investment decisions. They do not rely on model portfolios and customize portfolio structure for each client.
| 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% |
950 Northgate Drive Suite 301, San Rafael, CA, 94903-3436