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Richard Berry Speed

Mcclurg Capital Corporation
33 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Mcclurg Capital Corporation
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$83.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $500K0.99%
$500K - $1.0M0.89%
$1.0M - $2.0M0.79%
$2.0M - $4.0M0.69%
$4M+0.59%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

950 Northgate Drive-Suite 301, San Rafael, CA, 94903

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1969
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Richard is a history professor at California State University, Hayward. This occupies about half of Richard's time.

Employment History
Current Registrations
Mcclurg Capital Corporation
March 2017 - Present · 8 yrs 11 mos
Mcclurg Capital CorporationBroker
May 1998 - Present · 27 yrs 9 mos
Previous Registrations
Interfirst Capital CorporationBroker
May 1992 - April 1998 · 5 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.