Clelland & Company INC
Assets Under Management
$432.4M
Number of Clients
101
Number of Advisors
2
Avg. Portfolio per Client
$4.3M
Avg. Managed per Advisor
$216.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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 specified project fee or annual retainer fee. 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.
Fee Structure
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. In some cases, rates may be discounted for charitable, non-profit, multiple affiliated accounts or other considerations.
Fee Estimator
Areas of Practice
Location
5151 Shoreham Place, Suite 130, San Diego, CA, 92122