Maclura Investments provides ongoing investment management services to individuals, families, and businesses. Maclura uses wealth building and wealth preservation strategies tailored to investor objectives. Maclura primarily invests portfolios in exchange traded funds, mutual funds, and individual securities. Maclura has discretion to make all investment decisions without client preapproval.
Assets Under Management$15M
Clients29
Advisors1
Avg. per Client$530K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
For clients with a minimum account size of $3 million, the fees are: - First $5 million — 0.70% per year - Additional assets — 0.50% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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