Advisor at St. Clair Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
St. Clair Advisors, LLC
Location
Mayfield Heights, OH 44124
Credentials
Series 63, Series 65
Industry experience
21 years
Fred Botek is a financial advisor at St. Clair Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with St. Clair Advisors since 2018, following three years at CM Wealth Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and is involved with several nonprofit investment committees, including the Brothers of Holy Cross and Sisters of Notre Dame. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies across diverse asset classes, complemented by tax planning and family-office functions.
Based on St. Clair Advisors, LLC
Based on St. Clair Advisors, LLC
Fixed fees and per project fees offered; no specific amounts stated.
$0+: 0.25% to 1.0% per year on net assets under management $0+: 0.10% to 0.25% per year on net assets under advisement
Hourly charges reported in SEC Part 1 but not explicitly detailed in Part 2 brochure.
Account minimum: $10,000,000 (may be waived)
5875 Landerbrook Drive, Suite 240
Mayfield Heights, OH 44124
California · Florida · Ohio · Texas
St. Clair Advisors LLC
2018 - Present (8 years)
CM Wealth Advisors, Inc.
2015 - 2018 (3 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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