Dennis Steinkamp is a registered investment advisor at Mcclurg Capital Corporation, based in Lodi, CA, with 38 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
1300 West Lodi Ave., Lodi, CA, 95242
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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 Activities
Dennis serves as a successor trustee for the Jack Alquist Trust and the Faulkner Trust, and as trustee for the Wilkerson Family Trust. He is also a Vice President at Wulff Hansen & Co. (acquired by McClurg Capital Corporation), where he manages client portfolios, taking about half of his time.
Employment History
Current Registrations
Mcclurg Capital CorporationBroker
Wulff, Hansen & CO.
Wulff, Hansen & CO.
Wulff, Hansen & CO.Broker
State Registrations8 states
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