McClure Investment Management offers personalized investment advice and portfolio management services. They work with individuals, pension plans, trusts, and other entities. Their services include developing investment strategies based on client's objectives and risk tolerance, and monitoring portfolio performance. They also offer consulting services on specific financial topics.
Assets Under Management$64M
Clients93
Advisors3
Avg. per Client$690K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $800K | 0.95% |
| $800K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.65% |
Non-profit organizations are charged 0.65% per annum. Fee arrangements with past and current clients may differ from the above schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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