Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Clarkston Private Client charges an asset-based fee for advisory services, with rates varying based on client type, account size, and other factors. The standard fee schedule is 1.00% on the first $3 million of assets, 0.75% on the next $2 million, and 0.50% on assets above $5 million. Fees do not include custodial, brokerage, or other third-party fees. Fees may be negotiable. If a portion of a client's account is invested in a Clarkston Fund, the standard fee schedule will not apply to those assets; rather Clarkston will receive advisory fees from the Clarkston Funds directly.
Areas of Practice
Advisor Information
Office location
303 East Third Street, Suite 110, Rochester, MI, 48307
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.
Learn about disclosures →Other Business Activities
Jeffrey is a board member for Waterford Bancorp, Inc. and Conifer Holdings, Inc., and holds various leadership positions in the Clarkston Companies. These activities require minimal time commitment.