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, primarily managing client accounts on a discretionary basis. They also offer financial planning and consulting services. The firm uses model portfolio solutions consisting of mutual funds and ETFs, and also utilizes third-party investment firms.
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% |
Fees are charged quarterly in advance. The 1.10% fee applies to "Core" clients with $2 million or less managed. Fees may be individually negotiated.
Fee Estimator
You'll generally pay a fee based on a percentage of your assets under management. For "Core" clients (under $2 million managed), the fee is 1.10%. For "Non-Core" clients (over $2 million), fees are tiered (see table). Financial and estate planning services range from $500 to $10,000+. Fees are negotiable and may vary based on complexity and scope of services. There are also fees for qualified retirement plan advisory services.
Areas of Practice
Location
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418