St. Clair Financial provides financial planning, tax planning, investment consulting, and portfolio management services. They help clients determine financial goals, analyze their current situation, and develop recommendations. They offer advice on various investments, including stocks, bonds, and mutual funds. They also offer a free, one-time planning meeting to qualified individuals and couples with lower incomes.
Assets Under Management$140M
Clients93
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
St. Clair Financial manages investment portfolios for a fee based on the value of your portfolio. This fee generally ranges from 0.10% to 1.25% per year. The specific fee and billing details are in your agreement.
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