Assets Under Management
$12.3B
Number of Clients
6,728
Number of Advisors
96
Average Client AUM
$1.8M
AUM per Advisor
$128.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services, including discretionary and non-discretionary account management, financial planning, and consulting. They use model portfolio solutions and consider individual client needs and goals. They also offer Private Client Services for high-net-worth clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Fees may be individually negotiated.
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418