Assets Under Management
$344.3M
Number of Clients
53
Number of Advisors
5
Average Client AUM
$6.5M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)
Clarendon Private provides customized wealth management solutions, including discretionary investment management and financial planning. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy. They may use ETFs, stocks, bonds, and alternative investments. Financial planning covers investment, retirement, education, estate, and insurance needs.
| Assets Under Management | 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% |
Minimum annual fee of $20,000. Fees may be negotiable.
131 Clarendon Street, 4th Floor, Boston, MA, 02116-5131