David Mcclurg is a registered investment advisor at Mcclurg Capital Corporation, based in San Rafael, CA, with 52 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 82 clients with $93M 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 $50K | 1.25% |
| $50K - $250K | 1.25% |
| $250K - $500K | 0.99% |
| $500K - $1.0M | 0.89% |
| $1.0M - $2.0M | 0.79% |
| $2.0M - $4.0M | 0.69% |
| $4M+ | 0.59% |
Schedule shown is for Equities & Bonds (Blended) - The Performance Portfolio. Minimum account size $250,000. There is also a bond-only schedule with lower rates. There is also a "Management Plus Portfolio" with negotiated fees.
Fee Estimator
Location
950 Northgate Drive-Suite 301, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Regulatory
March 1992Other Business Activities
David is the successor trustee of the Craft Family Trust since August 2022. This requires a few hours per week.
Employment History
Current Registrations
Mcclurg Capital Corporation
Mcclurg Capital CorporationBroker
Previous Registrations
Gallegos Institutional Investors CorporationBroker
Smith Bellingham International, INC.Broker
Smith Bellingham International, INC.Broker
Dean Witter & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Birr, Wilson & CO., INC.Broker
State Registrations5 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.