Alvin Clay Financial Advisors provides discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, and retirement plans. Alvin Clay Financial Advisors tailors investment strategies to meet each client's specific goals, time horizon, and risk tolerance, primarily utilizing mutual funds, exchange-traded funds, and model portfolios through platforms like SEI Private Trust Company and Charles Schwab & Co. In addition to investment management, Alvin Clay Financial Advisors offers financial consulting services covering topics such as risk assessment, investment planning, and financial organization. The firm requires a minimum account size of $500,000 and a minimum annual fee of $5,000, though these minimums may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Family member accounts may be combined to reach breakpoints.