DM
CFA
DM
CFA

Deshay Mccluskey

14 Years of Experience
Bellevue, WA

Deshay Mccluskey is a CFA-designated registered investment advisor at Altravue Capital, LLC, based in Bellevue, WA, with 14 years of industry experience. Deshay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
9 clients
Average Client Portfolio
$171.1M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bellevue, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Altravue Capital, LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Gw Capital INC
August 2012 - April 2016 · 3 yrs 8 mos
LPL Financial Corporation
November 2008 - August 2009 · 9 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
Deshay Mccluskey - Financial Advisor | TrueAdvisor