Clarkston Private Client, a division of Clarkston Capital Partners, provides investment advisory services, including asset allocation guidance. While Clarkston Private Client doesn't offer financial planning, it provides limited consultation on overall financial well-being and can coordinate with other service providers like tax, insurance, and estate planners. Clarkston manages assets based on investment objectives and risk tolerance, using various investment allocation strategies.
Assets Under Management$3.9B
Clients396
Advisors9
Avg. per Client$9.8M
Avg. per Advisor$430M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If assets are invested in a Clarkston Fund, those assets are subject to the fees and charges applicable to all shareholders in that Clarkston Fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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