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McClurg Capital Corporation  

940 Northgate Drive #301 - San Rafael, CA 94903
McClurg Capital Corporation is a family run private wealth management firm offering traditional securities, account management and financial planning advice. Established more than 28 years ago, the company is based in northern Marin. Its team of 18 advisors services clients throughout California and across many states. We pride ourselves on personalized service and value based pricing for fees.

Kathleen Nemetz - 415.472.1445  

Certified Financial Planner

Services
401-k Rollover Assistance
Business 401K & SEP Plans
Financial Advisors - Stocks & Bonds
Financial Planning & Investment Advice

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Kathleen Nemetz, MBA, CFP (r), CDFA (tm)

Family run registered investment advisors offering private wealth management and personalized selection of securities. Based in Marin, our clientele stretches across Northern California and many states. My financial planning practice is an integrated service offering of this 28 year old firm. We additionally offer an active bond trading desk, a rarity among boutique capital management firms.
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Testimonials
How We Charge For Our Services
401-k Rollover Assistance
- $150.00 to $200.00 fee only (hourly rate)
- 0.79 to 1.00 percent of assets under management
Clients opting in for fee based services pay for advice but choose to manage their own investments. Fee based services can be used for financial planning and for divorce transition analysis. Investments only clients pay a management fee if they wish my ongoing advice and help with their trades and rebalancing among asset categories. The rebalancing can help realign investments to a preagreed standard for balancing risk and reward.

Business 401K & SEP Plans
- 0.70 to 1.00 percent of assets under management
I am compensated on an ongoing basis rather than for plan setup. I prefer to focus on building the relationship initially and in being compensated over time as my client thrives.

Financial Advisors - Stocks & Bonds
- 0.79 to 1.00 percent of assets under management
Very few of my clients opt for a commissions only model of compensation. They want my ongoing advice. My fees on assets under management pay for ongoing advice and annual rebalancing reviews. We also undertake financial planning discussions as needed.

Financial Planning & Investment Advice
- $150.00 to $200.00 fee only - hourly rate
Divorce cases are more complex than are financial planning cases. I tend to charge more for divorce related financial analysis.

* All information in this profile, including licensing, has been provided by McClurg Capital Corporation. This information is not verified by ProMatcher.

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