Clarion Call Capital provides investment advisory services to high net worth individuals, individuals, family offices, trusts, estates, foundations, and endowments. The firm focuses on fixed income instruments, particularly municipal securities, with an emphasis on environmental, social, and governance (ESG) benefits. Investment advice is customized to the client’s objectives, risk tolerance, and social impact goals. Clarion Call Capital also provides sub-advisory services to other investment advisory firms.
Assets Under Management$54M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | Included |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.20% |
Fees for accounts less than $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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