Our wealth management services are designed to bring clarity and deeper understanding to your financial life. To accomplish this, we take our time discovering who you are and what’s standing in the way of achieving future financial success. Rooted in your values, goals, and greater challenges, we design a strategy that supports both today’s decisions and tomorrow’s aspirations.
From investment management and tax planning to retirement preparation, estate considerations, and risk protection, we weave the many moving pieces of your finances into a cohesive plan that evolves as your life does.
Doing so gives you the freedom to focus on what matters most, knowing your financial life is guided by a team that puts your best interests first. By aligning your resources with your priorities, our wealth management solutions create a foundation that supports long-term security, flexibility, and the confidence to move forward in life with purpose.
Together, We’ll Focus On
Building a long-term investment strategy that reflects your goals.
Creating a clear plan for achieving financial independence with steady and reliable retirement income
Protecting your family and assets with the right risk management strategies
Balancing portfolio growth with flexibility, better enabling your wealth to serve you today and tomorrow
Reducing annual and lifelong tax burdens through proactive planning that considers all corners of your wealth
Preparing to cover the upcoming costs of college and other major life expenses
Coordinating with your other professionals to address your estate and legacy goals
Reviewing and adjusting your plan as you move through life and broader economic circumstances change
Frequently Asked Questions
As fee-only fiduciary advisors, Clerestory Advisors addresses all aspects of your wealth to ensure our guidance is reflective of your full financial picture. Our services include financial planning, investment management, estate planning, retirement planning, and tax planning.
We specialize in working with both younger professional families and those approaching and entering retirement, primarily in the Twin Cities of Minneapolis and Saint Paul area.
We offer two types of fees for our clients. For those in or near retirement, our minimum flat fee is $10,000 a year, which is best suited for those with at least $1M in investable assets. However, our fees typically range between $10,000 and $25,000 annually for those nearing retirement.
For those who are at least 10 years from retirement, our minimum flat fee is $4,000 a year. Clients who have other factors adding to complexity will have a higher initial fee ranging between $5,000- 7,000/year.
We engage in a three-step discovery process to help us mutually determine if Clerestory Advisors is the best fit for your needs.
Step 1: We invite you to schedule a call with our team.
Step 2: We’ll have a Discovery meeting to learn more about your challenges and concerns.
Step 3: We’ll present a one-page plan summarizing your goals and provide a quote for our services.
For those nearing retirement, we charge a minimum annual flat fee of $10,000. For young professionals and those more than 10 years out from retirement, our minimum annual flat fee drops to $4,000. These fees may be adjusted based on your specific needs and the complexity of your financial situation.
Clerestory Advisors is located in the Twin Cities of Minneapolis and Saint Paul.