Clement Street Capital provides investment management and financial planning services. Investment management is tailored to each client's needs, considering their financial situation, risk tolerance, and goals. Financial planning involves creating a personalized plan based on in-depth interviews and data gathering, covering areas like retirement, estate, and tax planning. Clement Street Capital may recommend third-party service providers, but clients are not obligated to use them.
Assets Under Management$140M
Clients52
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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