CLF Asset Management, based in Madison, Wisconsin, offers financial consulting, financial planning, and portfolio management services. CLF works with clients to understand their financial situation and objectives, then develops a plan to help them achieve their goals. They offer advice on topics like retirement planning, insurance, investments, and estate planning. CLF also manages investment portfolios on a discretionary basis, tailoring strategies to individual client needs.
Assets Under Management$150M
Clients386
Advisors5
Avg. per Client$380K
Avg. per Advisor$29M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fee is non-negotiable. At CLF's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...