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Steven Ringo

2 Years of Experience
Frisco, TX
Sells Insurance

Steven Ringo is a registered investment advisor at Mcclure Capital Advisors, INC., based in Frisco, TX, with 2 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
35 clients
Average Client Portfolio
$670K average
Assets Under Management
$23.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.95%
$250K - $500K1.86%
$500K - $1.0M1.82%
$1.0M - $2.0M1.77%
$2M+1.73%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Cowboys Way, Suite 570, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven is an independent licensed insurance agent with McClure Capital, Inc. His insurance clientele overlaps with his securities clientele.

Employment History
Current Registrations
Mcclure Capital Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
TX
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.