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 action 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.
Financial Advisor 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 fe,e ranging between $5,000- 7,000/year.