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 Investment Management, Tax Planning.
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% |
For clients with more than $10,000,000 in assets under management, there is no charge for marginal assets above $10 million. ConvexBeta caps the advisory fees at $77,500 per year per client. Fees are negotiable.
Fee Estimator
Location
Evergreen, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Convexbeta Investments, LLC
Previous Registrations
Pfm Fund Distributors, INC.Broker
State Registrations2 states
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