FB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$7.3M average
Assets Under Management
$997.6M
Fee Structure
This document does not contain any fee information. Please refer to the St. Clair Advisors, LLC brochure for fee details.
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Advisor Information
Office location
6120 Parkland Blvd., Suite 306, Mayfield Heights, OH, 44124-6129
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
Fred is involved in various organizations, including Gilmour Academy, M&T Trust, Accord Du Lac Partnership, Brothers of Holy Cross, Sisters of Notre Dame, and Saint Noel Catholic Church. He also works as an estate planning attorney.
Employment History
Current Registrations
St. Clair Advisors, LLC
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Cm Wealth Advisors INC.
December 2015 - February 2018 · 2 yrs 2 mos
Sequoia Financial Advisors, L.L.C.
March 2005 - February 2006 · 11 mos
LPL Financial LLC
March 2005 - October 2015 · 10 yrs 7 mos
Banc One Securities Corporation
March 2002 - March 2003 · 1 yr
State Registrations4 states
CAFLOHTX
Advisor
Exams
No exam information available for this advisor.