Clarion Wealth Management Partners provides investment advice and financial planning to individuals, couples, families, small business owners, and non-profit organizations. Clarion offers two investment advisory programs: Investment Management Program (investment advice only) and a Wrap Fee Program (all-inclusive financial advice). Clarion manages client portfolios on a discretionary or non-discretionary basis. Financial planning services include wealth management consulting and retirement plan consulting.
Assets Under Management$310M
Clients384
Advisors4
Avg. per Client$810K
Avg. per Advisor$78M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $6.0M | 1.00% |
| $6M+ | 0.80% |
AUM is per household. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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