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Alexander Clinton

3 Years of Experience
Stamford, CT

Alexander Clinton is a registered investment advisor at Clinton Investment Management, LLC, based in Stamford, CT, with 3 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,846 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.60%
$5M+0.37%

These rates apply to Municipal Market Duration, Municipal Intermediate Duration, Municipal Short Duration, and Taxable Market Duration strategies. The Municipal Credit Opportunities strategy charges 0.85% of AUM. Fees and account minimums may be negotiable.

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

333 Ludlow Street, South Tower, 8th Floor, Stamford, CT, 06902

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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
Clinton Investment Management, LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
CT
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.