Clemente Investment Services (CIS) refers clients to Jacobi Capital Management, LLC and Morgan Stanley Smith Barney, LLC. CIS helps clients determine which third-party advisor is appropriate based on their needs. CIS does not manage client accounts or have assets under management. CIS receives a referral fee from the third-party advisors.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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