CLP Asset Management offers investment advice to individuals. They review client investment objectives, recommend asset allocation strategies, and prepare written investment strategies. CLP provides both discretionary and non-discretionary investment advisory services through managed account programs. Clients can restrict investments in certain securities. The firm's investment advice is tailored to meet clients’ needs and investment objectives.
Assets Under Management$130M
Clients6
Advisors1
Avg. per Client$21M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable but will not exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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