Onboarding as a New Client
- Our goal is to completely onboard new clients within 3 months or one quarter. During this process we will hold 2-3 meetings where we create your baseline financial plan that details:
- Your current financial picture
- Our analysis and recommendations
- Action steps for you and our team to start implementing
- The baseline financial plan is comprehensive and covers all key areas of your financial life: goals, assets & liabilities, cash flow, investments, taxes, retirement, education funding, insurance, and estate planning.
- Once onboarding is complete, you will transition to our regular client service calendar which includes:
- Annual Review Meeting- To update all areas of your baseline financial plan
- Proactive touchpoints related to areas of your plan
- Individualized follow up on key actions items
- An open door for all emails, calls or meetings that you need as your life changes (i.e. starting a new job, buying a new home, transitioning into retirement)
Your Experience as a Clerestory Client
Watch the video below to learn more about why our clients choose Clerestory Advisors and what it is like to partner with us.
Fees for Clerestory Clients
Pre-Retirees
Our minimum flat fee is $10,000/year and is best suited for those with at least $1 ML in investable assets.
We set flat fees based on the assets we will help you manage as well as the complexity of your planning needs. These typically range between $10,000- $25,000/yr.
Young Families
Our minimum flat fee for those at least 10 years from retirement is $4,000/year.
Clients who have other factors adding to complexity will have a higher initial fee ranging between $5,000- 7,000/year.