Assets Under Management
$24.3B
Number of Clients
4,635
Number of Advisors
42
Average Client AUM
$5.2M
AUM per Advisor
$578.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Clearstead Advisors is an independent investment advisory firm offering tailored services including investment management, financial consulting, tax planning, and family office administration. They focus on mitigating conflicts of interest and providing objective advice, leveraging institutional disciplines for families and individuals.
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114