VM
VM

Victor Mcclure

31 Years of Experience
Frisco, TX
2 DisclosuresSells Insurance

Victor Mcclure is a registered investment advisor at Mcclure Capital Advisors, INC., based in Frisco, TX, with 31 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
35 clients
Average Client Portfolio
$670K average
Assets Under Management
$23.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.95%
$250K - $500K1.86%
$500K - $1.0M1.82%
$1.0M - $2.0M1.77%
$2M+1.73%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Cowboys Way, Suite 570, Frisco, TX, 75034

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History

Regulatory History (2)
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Regulatory
March 2007
Final
Regulatory
January 1995
Final
Other Business ActivitiesSells Insurance

Victor is a licensed insurance agent with McClure Capital, Inc.

Employment History
Current Registrations
Mcclure Capital Advisors, INC.
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Dillon - Gage Securities
March 2007 - May 2015 · 8 yrs 2 mos
Dillon - Gage Securities, INC.Broker
December 1994 - January 2016 · 21 yrs 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.