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
CFP®, PFS™
Industry experience
14 years
Ronald Bates is a CFP® and PFS™ with 14 years of experience in financial advising. He has been with St. Clair Advisors, LLC since 2012. 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 a multi-million dollar account minimum, employing an open-architecture investment approach that combines active and passive strategies across a broad range of asset classes.
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)
6120 Parkland Blvd, Suite 306
Mayfield Heights, OH 44124
Florida · Ohio · Texas
St. Clair Advisors, LLC
2012 - Present (14 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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