Clarendon Private provides wealth management solutions, including investment management and financial planning. Investment management involves creating a portfolio of ETFs, stocks, bonds, and other investments based on your goals and risk tolerance. Financial planning covers areas like retirement, education, and estate planning. Clarendon Private may recommend independent managers for a portion of your portfolio.
Assets Under Management$340M
Clients53
Advisors5
Avg. per Client$6.5M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable. Fixed income only portfolios are charged a fixed asset-based fee ranging from 0.10% to 0.50%. Certain legacy clients may have fees that differ from the above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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