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Craig Steinbrink

12 Years of Experience
Mayfield Heights, OH

Craig Steinbrink is a registered investment advisor at St. Clair Advisors, LLC, based in Mayfield Heights, OH, with 12 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 133 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
133 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Wealth management fees range from 0.25% to 1% per year on net managed assets, and 0.10% to 0.25% on advised assets. Fees vary based on the size, scope, and complexity of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5875 Landerbrook Drive, Suite 240, Mayfield Heights, OH, 44124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
St. Clair Advisors, LLC
May 2014 - Present · 12 yrs 5 mos
State Registrations4 states
CAFLOHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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