CLB Financial offers financial planning and investment management services. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Investment management involves creating and managing a portfolio based on the client's goals, risk tolerance, and time horizon. CLB Financial manages accounts on a discretionary basis.
Assets Under Management$17M
Clients14
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1.0M - $1.3M | 0.55% |
| $1.3M - $1.5M | 0.50% |
| $1.5M - $1.8M | 0.45% |
| $1.8M - $2.0M | 0.40% |
| $2.0M - $2.3M | 0.35% |
| $2.3M - $2.5M | 0.30% |
| $2.5M+ | 0.30% |
CLB Financial may group certain related client accounts for the purposes of determining the annualized fee. CLB Financial's advisory fees are not negotiable. CLB Financial has grandfathered some older accounts at older fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.