McClurg Capital is an independently owned registered investment advisor founded in 1985 and located in San Francisco, California. The firm provides personalized portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, individual retirement accounts, and charitable organizations. McClurg Capital distinguishes itself by avoiding standardized model portfolios, choosing instead to build customized portfolios tailored to each client's specific needs, risk tolerance, and goals as outlined in their investment policy questionnaire. The firm builds diversified portfolios using individual stocks, preferred stocks, corporate bonds, municipal bonds, exchange-traded funds, real estate investment trusts, and certificates of deposit. In addition to investment management, McClurg Capital is dually registered as a broker-dealer and a licensed insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.39% |
| $1.0M - $2.0M | 0.39% |
| $2.0M - $4.0M | 0.39% |
| $4M+ | 0.39% |
Schedule reflects the Blended Equities and Bonds (Performance Portfolio) rates. Bond-only portfolios (Income Generator and Tax Freedom portfolios) feature separate lower rates starting at 0.89% and dropping to 0.39% for amounts over $5 million. Management Plus portfolio fees are negotiable.