Jeffrey Mcclure is a registered investment advisor at Proteus, LLC, based in Indianapolis, IN, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 29 clients with $260M 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 $25.0M | 0.96% |
| $25.0M - $50.0M | 0.84% |
| $50.0M - $75.0M | 0.72% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.48% |
Standard fee schedule applies a maximum annual rate of 0.96% for initial tiers, decreasing for larger capital allocations. Certain funds, such as the Weather Mark Fund, charge a flat 1.50% advisory fee plus a 20% performance-based allocation.
Fee Estimator
Location
510 E. 96th Street, Suite 400, Indianapolis, IN, 46240
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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 →Other Business ActivitiesSells Insurance
Jeffrey is a co-owner of Speed N Shine, an auto detailing business, primarily as an investor for his son, dedicating a few hours per week. He also works as an insurance agent, spending about 10-20% of his time offering advice and selling insurance products like annuities, which presents a conflict of interest.
Employment History
Current Registrations
Proteus, LLC
Previous Registrations
Trajan Wealth, L.L.C.
Virtus Investment Advisers, INC.
Vp Distributors LLCBroker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Financial Network Investment CorporationBroker
Financial Network Investment CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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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