Clarkston Capital Partners, LLC
Assets Under Management
$6.8B
Number of Clients
882
Number of Advisors
12
Average Client AUM
$7.7M
AUM per Advisor
$564.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clarkston Private Client provides investment advisory services, managing assets according to investment allocation strategies tailored to individual client needs. They offer limited consultation on overall financial well-being and coordinate planning efforts with other service providers. Clarkston Private Client may recommend other professionals but is not responsible for their services.
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 are 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. Clarkston collects fees quarterly, based on asset value at the end of the quarter or the average of values during the quarter.
Areas of Practice
Location
303 East Third St, Suite 110, Rochester, MI, 48307