DM
DM

Denver Mcclure

4 Years of Experience
Mckinney, TX

Denver Mcclure is a registered investment advisor at Nashional Investments, based in Mckinney, TX, with 4 years of industry experience. Denver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 73 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
73 clients
Average Client Portfolio
$142K average
Assets Under Management
$10.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K+0.50%

Fees are negotiable. 1.00% annual fee for structured notes and non-traded REITs.

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

5900 S Lake Forest, Suite 300, Mckinney, TX, 75070

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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
Nashional Investments
August 2021 - Present · 4 yrs 9 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.