Marc Mcclure is a CFA-designated registered investment advisor at Convexbeta Investments, LLC, based in Evergreen, CO, with 8 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 10 clients with $18M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $9.0M | 0.60% |
| $9.0M - $10.0M | 0.55% |
| $10M+ | 0.00% |
Fees are negotiable and billed quarterly in arrears. Assets over $10 million are not charged an advisory fee, capping total annual fees at $77,500.
Fee Estimator
Location
Evergreen, CO
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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 →Employment History
Current Registrations
Convexbeta Investments, LLC
Previous Registrations
Pfm Fund Distributors, INC.Broker
State Registrations2 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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