Clairwell Financial Planning offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. They also provide financial planning services, including business planning, cash flow and debt management, college savings, estate planning, insurance review, retirement planning, risk management, and tax strategies. Financial planning is offered on an ongoing or project basis. Clairwell may recommend outside managers but does not receive compensation from them.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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