Clelland & Company provides investment advice to individuals, foundations, endowments, and pension funds. Clelland & Company also offers one-time or ongoing consulting advice on investments for a project fee or annual retainer. In addition to investment advice and management, Clelland & Company offers wealth and life planning services that include estate planning, retirement planning, and cash flow analysis.
Assets Under Management$430M
Clients101
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable on accounts over $10,000,000. Rates may be discounted for charitable, non-profit, multiple affiliated accounts or other considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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