Overview
- Headquarters
- San Diego, CA
- Total Firm Assets
- $466 million
- Average High-Net-Worth Client Portfolio Size
- $7.2 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CLELLAND & COMPANY, INC. FIRM BROCHURE (2025-03-11)
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Latest filing: CLELLAND & COMPANY, INC. FIRM BROCHURE (2026-03-23)
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Latest filing: CLELLAND & COMPANY, INC. FIRM BROCHURE SUPPLEMENT (2026-03-23)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 38.67%
- Number of High-Net-Worth Clients
- 25
- Total Client Accounts
- 325
- Discretionary Accounts
- 317
- Non-Discretionary Accounts
- 8
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105406
- CLELLAND & COMPANY, INC. FIRM BROCHURE (2026-03-23) · View brochure text
- CLELLAND & COMPANY, INC. FIRM BROCHURE SUPPLEMENT (2026-03-23) · View brochure text
- CLELLAND & COMPANY, INC. FIRM BROCHURE (2025-03-11) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗