Clear Trail Advisors offers portfolio management services on a discretionary or non-discretionary basis, including asset management and financial planning. They also provide financial planning and consulting services covering various areas like business planning, retirement planning, and estate planning. Clear Trail Advisors can recommend third-party money managers and uses Pontera to manage assets held away from their recommended custodian. They also work with Dynasty Financial Partners for operational support.
Fee Structure
Clear Trail Advisors charges a maximum of 1.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances and account type. Family members' account values can be combined to potentially lower the fee. Fees are deducted directly from your account with written authorization.