Allen Curtis Berg
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's advisory fees can be calculated based on a percentage of assets under management (between 0.10% and 1.00% annually), a fixed rate, or a tiered basis, or a fixed annual retainer. Financial planning fees typically start at $3,500 and are customized to each client. Tax planning fees are also a fixed flat retainer fee customized to each client situation. Family office services also have a separate fixed flat retainer fee. Fees are negotiable and vary based on client circumstances.
Areas of Practice
Advisor Information
Office location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Allen serves as Treasurer and Adviser for the Juliana Greenfield Family Foundation, which is engaged in charitable medical research. He oversees contributions, assists with grants, and manages the portfolio, dedicating minimal time to this activity.