Alvin Clay Financial Advisors offers investment advice tailored to clients' needs. Services include discretionary portfolio management, financial consulting on topics like risk assessment, and pension consulting for employee benefit plans. Alvin Clay Financial Advisors may recommend third-party investment advisors. The firm primarily advises on mutual funds and ETFs.
Assets Under Management$150M
Clients119
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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