Donna Mcclure
Donna Mcclure is a registered investment advisor at Planmember Securities Corporation, based in Corona, CA, with 32 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
Corona, CA
Get directionsHistory
Regulatory History (5)
Judgment / Lien
August 2025Judgment / Lien
May 2019Judgment / Lien
February 2018Judgment / Lien
February 2017Judgment / Lien
April 2013Other Business ActivitiesSells Insurance
Donna works as an agent of McClure & Associates, selling insurance products since 2006. This activity takes nearly full-time hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Centaurus Financial, INC.Broker
State Registrations3 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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