CliftonLarsonAllen Wealth Advisors (CLA) offers wealth advisory and asset management services. They manage client accounts, provide investment advice, and offer financial planning. CLA also provides business succession planning. CLA's Private Client Services model brings together professionals from across CLA with experience in wealth advisory, estate, tax, risk, and insurance planning to provide a more unified and comprehensive approach.
Assets Under Management$13B
Clients7,010
Advisors94
Avg. per Client$1.9M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
94 Advisors at this firm
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