Kevin Clariday, Investment Advisor offers investment advisory services specializing in portfolio management and consulting. The firm works with clients to understand their financial situation, goals, and risk tolerance, then proposes an investment approach. The firm manages client accounts, reviews them regularly, and rebalances them as needed. Clients are encouraged to inform the firm of any significant changes to their financial or personal circumstances.
Assets Under Management$22M
Clients5
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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