Claremont Financial Group offers investment management and personal financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm assists clients with retirement planning, tax strategies, insurance, and estate plans, utilizing third-party investment platforms and independent managers to build and manage diversified portfolios. Claremont Financial Group acts as a fiduciary, putting clients' best interests first. Clients can choose investment management, financial planning, or both, and retain full discretion over how to implement recommendations.
Assets Under Management$140M
Clients275
Advisors1
Avg. per Client$510K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to an additional 0.05% fee for broker-dealer oversight. Third-party platform fees may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...