Clearstone Wealth Management provides financial planning and investment management services. Planning covers cash flow, college savings, estate planning, insurance, retirement, and taxes. Investment management involves creating a portfolio based on your goals and risk tolerance, primarily using exchange traded funds and alternative investments. Clearstone requires authority to make trades without asking you first.
Assets Under Management$30M
Clients58
Advisors1
Avg. per Client$520K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee is negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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