Overview
- Headquarters
- Cleveland, OH
- Total Firm Assets
- $33.9 billion
- Average High-Net-Worth Client Portfolio Size
- $9.4 million
Recent Rankings
Barron's 2025:
47
Fee Disclosure
Source: ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (2025-03-21)
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Latest filing: ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3.2026 (2026-03-30)
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Latest filing: CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3.2026 (2026-03-30)
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Latest filing: CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3.2026 (2026-03-30)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $287,500 | 0.58% |
| $100 million | $537,500 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.51%
- Number of High-Net-Worth Clients
- 2,175
- Total Client Accounts
- 14,707
- Discretionary Accounts
- 12,837
- Non-Discretionary Accounts
- 1,870
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105674
- ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3.2026 (2026-03-30) · View brochure text
- CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3.2026 (2026-03-30) · View brochure text
- CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3.2026 (2026-03-30) · View brochure text
- ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (2025-03-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗