St. Clair Advisors (SCA) offers wealth management services to wealthy families, business owners, and corporate executives. SCA provides integrated wealth management services, including investment advisory, tax planning, wealth transfer, retirement planning, and charitable planning. SCA serves as a single point of contact for other professionals serving their clients.
Assets Under Management$1B
Clients137
Advisors4
Avg. per Client$7.3M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$10M
St. Clair Advisors' wealth management fees can be based on the value of your portfolio, a fixed fee, or a per-project fee. If based on the value of your portfolio, the fee ranges from 0.25% to 1% per year. Fees may vary based on the size, scope, and complexity of the relationship.
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