Fred Botek is a registered investment advisor at St. Clair Advisors, LLC, based in Mayfield Heights, OH, with 21 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 137 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. Clair Advisors' wealth management fees can be based on the value of your portfolio, a fixed fee, or a per-project fee. If based on the value of your portfolio, the fee ranges from 0.25% to 1% per year. Fees may vary based on the size, scope, and complexity of the relationship.
Location
5875 Landerbrook Drive, Suite 240, Mayfield Heights, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fred is involved in various organizations, including Gilmour Academy, M&T Trust, Accord Du Lac Partnership, Brothers of Holy Cross, Sisters of Notre Dame, and Saint Noel Catholic Church. He also works as an estate planning attorney.
Employment History
Current Registrations
St. Clair Advisors, LLC
Previous Registrations
Cm Wealth Advisors INC.
Sequoia Financial Advisors, L.L.C.
LPL Financial LLC
Banc One Securities Corporation
State Registrations4 states
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.