How does the advisor help clients – Key Takeaways:
- Offers sound financial advice
- Assists clients in reaching their financial goals
- Has a team of experienced professionals
- Provides a wide range of financial services
- Serves various types of clients
- Discloses all necessary information to clients
Facts and Insights:
In order to better understand MCCLURE INVESTMENT MANAGEMENT, LLC, it is important to consider some key facts and insights about the firm.
- Founded in 1999
- Located in New York City
- Employs a team of 25 experienced financial advisors
- Manages over $1 billion in assets
- Offers a wide range of financial services
- Experienced in both domestic and international markets
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25 | 20+ years |
Financial Services Offered:
MCCLURE INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Wealth management and investment planning
- Portfolio management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Risk management
- Financial education and guidance
Client Types:
MCCLURE INVESTMENT MANAGEMENT, LLC serves a diverse range of clients. From high net worth individuals to small businesses, the firm has the expertise to assist various clients with their financial needs. Some of the client types include:
- High net worth individuals
- Small businesses
- Retirees
- Young professionals
- Corporate executives
- Non-profit organizations
Fees & Compensation:
MCCLURE INVESTMENT MANAGEMENT, LLC is a fee-based firm, which means that their advisors charge a percentage of the assets they manage. They do not receive commissions for recommending certain financial products, so clients can trust that their advice is unbiased and in their best interest. The firm strives to offer competitive and transparent fees and will always disclose any fees or potential conflicts of interest to clients.
Background:
The professionals at MCCLURE INVESTMENT MANAGEMENT, LLC have a combined experience of over 100 years in the financial industry. With this level of expertise, they are able to provide clients with sound financial advice and help them navigate the ever-changing market. The firm prides itself on building long-lasting relationships with clients, and many have been with them since the firm’s inception in 1999.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it is important to be aware of any potential disclosures. This information is crucial in understanding any potential conflicts of interest or disciplinary actions against the advisor. MCCLURE INVESTMENT MANAGEMENT, LLC does not have any disclosures to report, which reflects their commitment to transparent and ethical practices.