Robert Mcclure is a registered investment advisor at Mcclure Investment Management, LLC, based in Glendora, CA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 93 clients with $64M 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 $750K | 1.00% |
| $750K - $800K | 0.95% |
| $800K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.65% |
Non-profit organizations are charged 0.65% per annum. Fee arrangements with past and current clients may differ from the above schedule.
Fee Estimator
Location
Glendora, CA
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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
Mcclure Investment Management, LLC
Previous Registrations
Mcclure Investment Management, LLC
Mcclure Investment Management, LLC
State Registrations2 states
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