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About MCCLURE CAPITAL ADVISORS, INC.
MCCLURE CAPITAL ADVISORS, INC. is a prominent and well-respected financial advisory firm that has been helping clients achieve their financial goals for over 20 years. The firm prides itself on providing personalized and comprehensive financial services to a wide range of individuals and businesses. Despite its impressive track record and reputation, the firm does not boast about its expertise but rather lets its actions speak for itself.
How does the advisor help clients – Key Takeaways:
MCCLURE CAPITAL ADVISORS, INC. takes a holistic and client-centric approach to financial planning. The firm understands that each client has unique financial goals and needs, and therefore offers tailored solutions and personalized advice to help them achieve their objectives. The key takeaway from their services is their commitment to transparency, integrity, and client satisfaction.
Facts and Insights
To better understand the scope of MCCLURE CAPITAL ADVISORS, INC.’s services, let’s take a look at some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15+ | Over 20 years |
Financial Services Offered
MCCLURE CAPITAL ADVISORS, INC. offers a wide range of financial services, including:
- Personal financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- College savings planning
- Business consulting services
Client Types
MCCLURE CAPITAL ADVISORS, INC. works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Corporate executives
Fees & Compensation
MCCLURE CAPITAL ADVISORS, INC. believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, and in some cases, a fixed fee for planning services. This fee structure aligns the firm’s interests with those of its clients and ensures that the firm only succeeds when its clients’ investments perform well.
Background
MCCLURE CAPITAL ADVISORS, INC. was founded in 1998 by financial expert John McClure, who has over 30 years of experience in the industry. Under his leadership, the firm has established a strong reputation for delivering exceptional financial advice and top-notch services to its clients. The team at MCCLURE CAPITAL ADVISORS, INC. consists of highly experienced and knowledgeable advisors who work collaboratively to provide the best solutions for their clients.
Financial Advisor Disclosures to Know
It is essential to note that there are no legal or disciplinary issues or bankruptcy filings against MCCLURE CAPITAL ADVISORS, INC. or its advisors. The firm adheres to all regulatory requirements and maintains a clean record, further demonstrating its commitment to acting in the best interests of its clients.
In conclusion, MCCLURE CAPITAL ADVISORS, INC. is an experienced and trusted financial advisory firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a strong track record of success and a team of dedicated advisors, the firm continues to make a positive impact on its clients’ financial well-being.