Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Fee-Only (% of Portfolio)Fixed/Hourly
Clearstead Advisors offers investment advice and financial planning to individuals, families, and estates. Services include investment management, financial consulting, tax planning, and family office administration. Clearstead tailors its services to each client's unique needs, working to establish goals and objectives and create an investment policy. Clearstead manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$24B
Clients4,635
Advisors51
Avg. per Client$5.2M
Avg. per Advisor$480M
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
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Location
51 Advisors at this firm
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