St. Clair Financial LLC is a registered investment advisor founded in 2010 and based in Roseville, California. The firm offers comprehensive financial planning, investment consulting, and portfolio management services—available either on a standalone basis or combined. St. Clair Financial helps clients coordinate their investments, insurance, pensions, taxes, mortgages, and spending into a single strategy. The firm builds diversified portfolios primarily using mutual funds, exchange-traded funds, stocks, bonds, and real estate investment trusts. St. Clair Financial works with individuals, high-net-worth clients, and charitable organizations, emphasizing long-term investing and alignment with client risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset-based fees generally range from 0.10% to 1.25% per annum. Fees are negotiable.