McClure Capital Advisors offers investment management services to individuals, pension plans, trusts, estates, charities, corporations, and other business entities. The firm primarily manages client portfolios by selecting third-party subadvisors and monitoring their performance. For some clients, McClure Capital Advisors may directly manage portfolios using exchange-traded funds or individual securities. They also provide advice on retirement plan rollovers, acting as a fiduciary and disclosing potential conflicts of interest.
Assets Under Management$23M
Clients35
Advisors4
Avg. per Client$670K
Avg. per Advisor$5.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.86% |
| $500K - $1.0M | 1.82% |
| $1.0M - $2.0M | 1.77% |
| $2M+ | 1.73% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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