Clemensen Capital Company LLC offers investment advice, securities selection, research, and portfolio monitoring. The firm tailors its services to individual client needs, focusing on income, capital appreciation, or a balance of both. Clients can choose investments based on Environmental, Social, and Governance (ESG) factors. Clemensen Capital also offers financial planning services as a separate product, covering risk management, retirement and estate planning, tax analysis, savings plans, and investments.
Assets Under Management$59M
Clients85
Advisors4
Avg. per Client$690K
Avg. per Advisor$15M
www.linkedin.com/in/clemensen ·www.linkedin.com/in/fred-offenberg-3089107 ·www.linkedin.com/in/tommoorecfa
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard fee for long term investments has been set at 1% since 2020. The fee for short term investments (less than 13 months duration) is set at 0.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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