Timothy Bangert
Timothy Bangert is a registered investment advisor at Mcclurg Capital Corporation, based in San Rafael, CA, with 39 years of industry experience. Timothy 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 →Employment History
Current Registrations
Mcclurg Capital Corporation
Mcclurg Capital CorporationBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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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