Van Clemens Wealth Management offers investment advice and financial planning to individuals, trusts, estates, and institutions. Investment advice is tailored to each client's needs. Services include portfolio management (both discretionary and non-discretionary), financial planning (retirement, risk management, education savings, etc.), and retirement plan consulting. Van Clemens may use third-party managers to manage client accounts.
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.