Jesse Dogillo
Jesse Dogillo is a CFP, ChFC-designated registered investment advisor at Mcclurg Capital Corporation, based in San Rafael, CA, with 43 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, 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 $250K | 0.89% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.39% |
| $1.0M - $2.0M | 0.39% |
| $2.0M - $4.0M | 0.39% |
| $4M+ | 0.39% |
Schedule reflects the Blended Equities and Bonds (Performance Portfolio) rates. Bond-only portfolios (Income Generator and Tax Freedom portfolios) feature separate lower rates starting at 0.89% and dropping to 0.39% for amounts over $5 million. Management Plus portfolio fees are negotiable.
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 →Other Business ActivitiesSells Insurance
Jesse is involved in several outside business activities. He is a member of the California Department of Insurance Curriculum Board, an agent/broker for San Francisco Bay Area Health Plans, a loan agent for Pacific Wide Lending, a National Board Trustee for NAIFA, and a personal financial counselor for the Department of Defense, taking about half of his time.
Employment History
Current Registrations
Mcclurg Capital Corporation
Mcclurg Capital CorporationBroker
Previous Registrations
Curtis Financial Securities CorporationBroker
Integrated Resources Equity CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
State Bond Sales CorporationBroker
Peterson, Diehl & Company, INC.Broker
American Growth Fund Sponsors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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