ClairAlpha Advisors LLC is a registered investment advisor located in Frisco, Texas, offering comprehensive financial services to individuals and high-net-worth clients. ClairAlpha Advisors provides ongoing asset management through custodial accounts, utilizing stocks, bonds, mutual funds, and exchange-traded funds. The firm also offers financial planning and consulting services covering tax strategies, asset allocation, retirement planning, budgeting, education funding, cash flow, insurance, and real estate. In addition, ClairAlpha Advisors provides retirement plan consulting for plan sponsors. Investment management is delivered through various approaches, including proprietary models and managed account platforms. ClairAlpha Advisors is owned by ClairFi Technologies, Inc., and maintains affiliations that involve tax preparation and other financial services. The firm emphasizes a client-first approach while managing potential conflicts related to its parent company and affiliated services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable. ClairAlpha Advisors may waive agreed-upon financial planning fees if you engage their asset management services.