St. Clair Advisors is an independent wealth management firm founded in 2010 and based in Mayfield Heights, Ohio. The firm acts as a multi-family office, serving high-net-worth individuals, business owners, and corporate executives. Their services integrate comprehensive tax planning and compliance, wealth transfer, retirement planning, charitable planning, and investment counseling. St. Clair Advisors uses an open-architecture approach to build diversified portfolios that combine active and passive strategies, including traditional asset classes and alternative investments such as private equity and private debt. The firm also assists with cash flow analysis, budgeting, and bill pay services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range from 0.25% to 1% per year on net managed assets, and 0.10% to 0.25% on advised assets. Fees vary based on the size, scope, and complexity of the relationship.