Clearstead Advisors is an independent registered investment advisor offering comprehensive wealth management services to private clients, including families, individuals, and estates. The firm's core offerings include continuous investment management, retirement planning, financial consulting, tax planning and compliance, and family office administration. Clearstead builds customized asset allocation models utilizing a diversified mix of mutual funds, exchange-traded funds, separately managed accounts, and alternative investments. The firm emphasizes broad diversification and rigorous manager research to control risk. In addition to traditional portfolio management, Clearstead provides specialized services such as direct indexing strategies and access to private equity and hedge fund platforms. Clients can engage Clearstead on a discretionary or non-discretionary basis. Clearstead tailors its services to the unique needs of each client, serving high-net-worth individuals, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.