Claremont Financial Group,inc.'s Form ADV discloses 1.50% on the first $250,000, 1.25% on the next $250,000, 1.00% on the next $500,000, 0.75% on the next $1 million, and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #107806), Claremont Financial Group,inc. is subject to fiduciary duty under federal law.
Claremont Financial Group,inc. is headquartered in CLAREMONT, CA.
Claremont Financial Group,inc. serves 35 high-net-worth clients according to their SEC filing dated July 21, 2026. View client details ↓
According to their SEC Form ADV, Claremont Financial Group,inc. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Claremont Financial Group,inc. manages $140 million in client assets according to their SEC filing dated July 21, 2026.
According to their SEC Form ADV, Claremont Financial Group,inc. serves high-net-worth individuals. View client details ↓