Clarion Advisors INC.

Fee-Only (% of Portfolio)

Clarion Advisors Inc. provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Clarion creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Clarion generally limits its investment advice to mutual funds, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.

Assets Under Management$110M
Clients882
Advisors1
Avg. per Client$130K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Clarion Advisors INC. | TrueAdvisor