Assets Under Management
$6.8B
Number of Clients
882
Number of Advisors
12
Average Client AUM
$7.7M
AUM per Advisor
$564.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Clarkston Private Client manages assets according to investment allocation strategies, emphasizing individualized attention. They provide limited consultation on financial well-being, coordinating with other service providers. Strategies include allocations to fixed income, large-cap, mid-cap, and smid-cap equity segments, potentially investing in Clarkston Funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
303 East Third St, Suite 110, Rochester, MI, 48307