Clerestory Advisors offers financial planning and investment management services. Financial planning covers retirement, investments, estate, insurance, tax, and cash flow. Clerestory manages investment portfolios using stocks, bonds, mutual funds, and other investments. Clients grant Clerestory the authority to make trades in their accounts. Other professionals are engaged directly by the client as needed.
Fee Structure
Clerestory Advisors charges a flat annual fee for ongoing financial advisory services, paid quarterly in advance. The fee is based on your investable assets and the complexity of your financial planning needs. Clients with greater financial planning needs will pay a higher fee than those with less complex needs in the same asset range. If the fee exceeds 2% of your investable assets, it's due to the value of the financial planning services provided.