Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions
Assets Under Management
$24.3B
Number of Clients
4,635
Number of Advisors
42
Average Client AUM
$5.2M
AUM per Advisor
$578.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clearstead Advisors is an SEC-registered investment advisor offering tailored services to families, individuals, and estates. Services include investment management, financial consulting, tax planning and compliance, and family office administration. They also offer access to alternative investments through the ClearAccess platform.
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
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114