Clement Street Capital LLC
Assets Under Management
$129.3M
Number of Clients
53
Number of Advisors
2
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$64.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Clement Street Capital is an independent firm providing asset management and financial planning services. Investment management is tailored to each client's needs, considering their financial situation, return expectations, and risk tolerance. Financial planning involves creating a personalized plan based on in-depth interviews and data gathering, covering areas like tax, retirement, estate, and insurance planning.
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Location
2001 Butterfield Road, Suite 194, Downers Grove, IL, 60515