McClure Private Wealth offers customized financial planning and portfolio management. Investment strategies are tailored to each client's risk tolerance and investment objectives, and may include both passive and active management. Financial planning includes retirement planning, budgeting for large expenses, and college planning. Portfolios are managed on a discretionary basis, and planning updates are done at least quarterly.
Assets Under Management$200K
Clients1
Advisors1
Avg. per Client$200K
Avg. per Advisor$200K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.70% |
Client fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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