David Sommer is a registered investment advisor at St. Clair Advisors, LLC, based in Mayfield Heights, OH, with 11 years of industry experience. David 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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Current Registrations
St. Clair Advisors, LLC
State Registrations4 states
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