Clarion River Adventures provides investment management services on both a discretionary and non-discretionary basis. They also offer comprehensive financial services that bundle financial management, financial planning, tax planning, estate planning, insurance planning, and portfolio management. Clarion River Adventures assists clients with setting realistic goals and creating implementation plans.
Assets Under Management$13M
Clients29
Advisors1
Avg. per Client$450K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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