Cliftonlarsonallen Wealth Advisors, LLC
Assets Under Management
$12.3B
Number of Clients
6,728
Number of Advisors
96
Average Client AUM
$1.8M
AUM per Advisor
$128.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services. They manage client accounts on a discretionary and non-discretionary basis, offer investment advice through consultation, and furnish advice on financial planning. They tailor advisory services based on client circumstances, including asset levels, risk tolerance, and goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Fees are generally charged as a percentage of assets under management or on a fixed-fee basis. Financial and estate planning services range from $500 to $10,000 or more, depending on complexity. For assets under management, clients are categorized as 'Core' (under $2 million) or 'Non-Core' (all others). Core clients pay 1.10% annually. Non-Core clients pay fees according to the schedule in the table above. Separate fees may be charged for financial planning update services and other services. Clients also incur brokerage, transaction, and custodian fees, as well as fees for pooled investment vehicles.
Areas of Practice
Location
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418