C.L.B.I. Investments offers investment management services to individuals and institutions. The firm creates personalized investment policies based on client goals, risk tolerance, and time horizons. C.L.B.I. manages accounts on a discretionary basis, focusing on capital preservation while considering tax consequences and client values. Investment selections are conservative and may include equities, bonds, and cash equivalents.
Assets Under Management$16M
Clients7
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.38% |
| $15M+ | 0.25% |
Fees may be negotiable for charitable or non-profit organizations, or in special situations (i.e., fixed income only accounts).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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