Assets Under Management
$800.7M
Number of Clients
320
Number of Advisors
4
Average Client AUM
$2.5M
AUM per Advisor
$200.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Claris Advisors manages investment portfolios, creates financial plans, and consults on financial matters. They use model portfolios and primarily recommend Dimensional Fund Advisors (DFA) mutual funds. They may also use third-party sub-advisers like Focus Partners Advisor Solutions (FPAS).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
800 Market Street, Suite 500, St. Louis, MO, 63101-2501