Clairwell Financial Planning LLC logo

Clairwell Financial Planning LLC

Updated today

Total assets under management

$2,173,043

Total clients

1

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

1

Average account size

$2,173,043

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Project-Based Financial Planning fixed fees ranging from $5,000 to $10,000; Educational Seminars fees range from $0 to $5,000

Percentage

$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%

Project-based

$500 per hour for Project-Based Financial Planning

Other

Account minimum: $1,000,000 (may be reduced or waived on a case-by-case basis) Fee-only: Ongoing Financial Planning: $50-$1,000 monthly fixed fee (negotiable), initial fee up to $5,000; Project-Based Financial Planning: fixed fees $5,000-$10,000 or hourly rate $500/hr; Educational Seminars: $0-$5,000 per seminar

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Clairwell Financial Planning LLC

Annapolis MD, United States

Number of offices

1

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