Assets Under Management
$119.0M
Number of Clients
305
Number of Advisors
3
Average Client AUM
$390K
AUM per Advisor
$39.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Claremont Financial Group provides personal financial planning and investment management services to individuals, high net worth individuals, trusts, estates, and charitable organizations. They use third-party investment platforms and may recommend independent managers. They serve as a fiduciary to clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to a 0.05% fee for broker-dealer oversight.
464 North Indian Hill Blvd., Claremont, CA, 91711-4650