McClure Private Wealth, LLC is a registered investment advisor founded in August 2025 and based in Maxwelton, West Virginia. The firm is owned and operated by Evan W. McClure and offers personalized portfolio management and financial planning services to individuals, high-net-worth individuals, businesses, and non-profit organizations. McClure Private Wealth builds customized investment portfolios tailored to each client's specific risk tolerance and goals, utilizing a mix of active and passive management strategies. The firm's investment approach incorporates technical, fundamental, quantitative, qualitative, and cyclical analysis, and recommendations generally include stocks, mutual funds, bonds, exchange-traded funds, and options. In addition to investment management, McClure Private Wealth provides financial planning covering retirement, large expenses, and college savings. The firm operates on a quarterly billing schedule based on the value of assets under management and does not enforce a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable under certain circumstances. Financial planning is included in the asset management fee.