Clef Financial is a fee-only registered investment advisor offering investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs and goals. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Services are tailored to each client's needs.
Assets Under Management$3.3M
Clients10
Advisors1
Avg. per Client$330K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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