St. Clair Advisors, LLC

St. Clair Advisors, LLC, established in 2010, is an independent, practitioner-owned multi-family office catering to wealthy families, business owners, and corporate executives. Their services include investment advisory, tax planning, wealth transfer, retirement planning, and charitable planning. The firm's three Principals oversee operations, investment strategies, and tax services. St. Clair Advisors offers tailored financial plans based on clients' specific financial situations and goals, with a minimum account size of $10,000,000. Clients have the option to engage in retirement rollovers without obligation. The firm acts as a fiduciary, putting clients' best interests first and does not charge performance-based fees. Investment strategies focus on diversified portfolios, including traditional and alternative asset classes. St. Clair Advisors uses Charles Schwab & Co., Inc. as a custodian and broker, providing access to institutional services. Clients receive regular performance reviews and transparent fee structures based on assets under management or advisement. The firm upholds a Code of Ethics, ensuring client confidentiality and prohibiting insider trading. St. Clair Advisors does not receive compensation for client referrals and maintains financial stability to meet contractual commitments.