Claret Asset Management is a Canadian firm managing investments for individuals, primarily in North America. They build portfolios with bonds and stocks, aiming to increase value through careful selection of investments. They focus on companies with low valuations, strong businesses, and solid balance sheets. Claret manages portfolios individually, allowing clients to exclude specific securities based on their preferences.
Assets Under Management$1.9B
Clients1,974
AdvisorsN/A
Avg. per Client$970K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees on larger accounts are charged based on tiers and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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