Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Assets Under Management
$24.3B
Number of Clients
4,635
Number of Advisors
44
Avg. Portfolio per Client
$5.2M
Avg. Managed per Advisor
$552.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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.
Areas of Practice
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114