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holding approach.",[899],{"type":129,"attrs":900},{"color":773},{"type":18,"attrs":902,"content":903},{"textAlign":34},[904],{"text":905,"type":22,"marks":906},"Its investment approach is portfolio-structure-driven, with investment committee oversight and the option to engage third-party managers or pursue more specialized strategies when suitable, while also making it clear that diversification, manager selection, and rebalancing do not eliminate market or investment risk.",[907],{"type":129,"attrs":908},{"color":773},{"type":764,"attrs":910,"content":911},{"level":766,"textAlign":34},[912],{"text":913,"type":22,"marks":914},"What are the pros and cons of CLA Wealth Advisors?",[915,917],{"type":129,"attrs":916},{"color":773},{"type":38},{"type":18,"attrs":919,"content":920},{"textAlign":34},[921],{"text":922,"type":22,"marks":923},"CLA Wealth Advisors offers a relationship-based wealth management service with broad planning support and ongoing portfolio 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annually.",[992],{"type":129,"attrs":993},{"color":773},{"type":820,"content":995},[996],{"type":18,"attrs":997,"content":998},{"textAlign":34},[999,1005],{"text":1000,"type":22,"marks":1001},"Access to integrated planning resources: ",[1002,1004],{"type":129,"attrs":1003},{"color":773},{"type":38},{"text":1006,"type":22,"marks":1007},"For more complex households, the firm’s Private Client Services model brings together wealth advisory, estate, tax, risk, and insurance planning support.",[1008],{"type":129,"attrs":1009},{"color":773},{"type":764,"attrs":1011,"content":1012},{"level":936,"textAlign":34},[1013],{"text":1014,"type":22,"marks":1015},"Cons of CLA Wealth Advisors:",[1016,1018],{"type":129,"attrs":1017},{"color":773},{"type":38},{"type":817,"content":1020},[1021,1037,1053,1069],{"type":820,"content":1022},[1023],{"type":18,"attrs":1024,"content":1025},{"textAlign":34},[1026,1032],{"text":1027,"type":22,"marks":1028},"Fee structure can be complex: ",[1029,1031],{"type":129,"attrs":1030},{"color":773},{"type":38},{"text":1033,"type":22,"marks":1034},"Depending on the service used, clients may face asset-based fees, fixed planning fees and qualified retirement plan fees, which makes the overall pricing structure less straightforward than a simpler packaged advisory service.",[1035],{"type":129,"attrs":1036},{"color":773},{"type":820,"content":1038},[1039],{"type":18,"attrs":1040,"content":1041},{"textAlign":34},[1042,1048],{"text":1043,"type":22,"marks":1044},"Some investments add complexity:",[1045,1047],{"type":129,"attrs":1046},{"color":773},{"type":38},{"text":1049,"type":22,"marks":1050}," The firm allows for private funds, private real estate vehicles, and, in some cases, third-party managers, which can increase due diligence and liquidity considerations.",[1051],{"type":129,"attrs":1052},{"color":773},{"type":820,"content":1054},[1055],{"type":18,"attrs":1056,"content":1057},{"textAlign":34},[1058,1064],{"text":1059,"type":22,"marks":1060},"Additional investment-related costs may apply:",[1061,1063],{"type":129,"attrs":1062},{"color":773},{"type":38},{"text":1065,"type":22,"marks":1066}," Beyond the advisory fee, clients may also incur brokerage, custodial, fund, sub-advisor, wire, tax preparation, and retirement account fees, depending on the strategy used.",[1067],{"type":129,"attrs":1068},{"color":773},{"type":820,"content":1070},[1071],{"type":18,"attrs":1072,"content":1073},{"textAlign":34},[1074,1080],{"text":1075,"type":22,"marks":1076},"Not all clients will want a multi-service structure:",[1077,1079],{"type":129,"attrs":1078},{"color":773},{"type":38},{"text":1081,"type":22,"marks":1082}," clients seeking only a low-cost, simple investment service may find the broader planning model more than they need.",[1083],{"type":129,"attrs":1084},{"color":773},{"type":764,"attrs":1086,"content":1087},{"level":766,"textAlign":34},[1088],{"text":1089,"type":22,"marks":1090},"CLA Wealth Advisors fees: How much does CLA Wealth Advisors cost?",[1091,1093],{"type":129,"attrs":1092},{"color":773},{"type":38},{"type":18,"attrs":1095,"content":1096},{"textAlign":34},[1097],{"text":1098,"type":22,"marks":1099},"CLA Wealth Advisors uses a mixed fee structure, not a single flat advisory charge. ",[1100],{"type":129,"attrs":1101},{"color":773},{"type":764,"attrs":1103,"content":1104},{"level":936,"textAlign":34},[1105],{"text":1106,"type":22,"marks":1107},"Core clients",[1108,1110],{"type":129,"attrs":1109},{"color":773},{"type":38},{"type":817,"content":1112},[1113],{"type":820,"content":1114},[1115],{"type":18,"attrs":1116,"content":1117},{"textAlign":34},[1118],{"text":1119,"type":22,"marks":1120},"Those with $2,000,000 or less at the start of the engagement are charged a flat annualized fee of 1.10%.",[1121],{"type":129,"attrs":1122},{"color":773},{"type":764,"attrs":1124,"content":1125},{"level":936,"textAlign":34},[1126],{"text":1127,"type":22,"marks":1128},"Non-core 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managed\tStandard annualized fee",{"type":18,"attrs":1162,"content":1163},{"textAlign":34},[1164],{"text":1165,"type":22},"First $2,000,000\t1.10%",{"type":18,"attrs":1167,"content":1168},{"textAlign":34},[1169],{"text":1170,"type":22},"Next $3,000,000\t0.75%",{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174],{"text":1175,"type":22},"Next $5,000,000\t0.50%",{"type":18,"attrs":1177,"content":1178},{"textAlign":34},[1179],{"text":1180,"type":22},"Next $10,000,000\t>0.40%","10",{"_uid":1183,"data":1184,"component":1132},"82f6a9e8-7e83-4c3e-80da-460031da26f4",{"type":15,"content":1185},[1186,1195,1203,1253,1261,1270,1278,1286,1295,1303,1311,1377,1385,1435,1444,1452,1460,1468,1476,1484,1493,1501,1509,1517,1526,1534,1542,1550,1559,1567,1575,1584],{"type":764,"attrs":1187,"content":1188},{"level":936,"textAlign":34},[1189],{"text":1190,"type":22,"marks":1191},"Financial planning fees",[1192,1194],{"type":129,"attrs":1193},{"color":773},{"type":38},{"type":18,"attrs":1196,"content":1197},{"textAlign":34},[1198],{"text":1199,"type":22,"marks":1200},"These services are based on a percentage of assets or a fixed fee arrangement",[1201],{"type":129,"attrs":1202},{"color":773},{"type":817,"content":1204},[1205,1221,1237],{"type":820,"content":1206},[1207],{"type":18,"attrs":1208,"content":1209},{"textAlign":34},[1210,1216],{"text":1211,"type":22,"marks":1212},"Basic plan: ",[1213,1215],{"type":129,"attrs":1214},{"color":773},{"type":38},{"text":1217,"type":22,"marks":1218},"$500 to $3,000",[1219],{"type":129,"attrs":1220},{"color":773},{"type":820,"content":1222},[1223],{"type":18,"attrs":1224,"content":1225},{"textAlign":34},[1226,1232],{"text":1227,"type":22,"marks":1228},"Executive or small business owner: ",[1229,1231],{"type":129,"attrs":1230},{"color":773},{"type":38},{"text":1233,"type":22,"marks":1234},"$3,000 to $5,000",[1235],{"type":129,"attrs":1236},{"color":773},{"type":820,"content":1238},[1239],{"type":18,"attrs":1240,"content":1241},{"textAlign":34},[1242,1248],{"text":1243,"type":22,"marks":1244},"Business owner and/or complex estate planning: ",[1245,1247],{"type":129,"attrs":1246},{"color":773},{"type":38},{"text":1249,"type":22,"marks":1250},"$5,000 to $10,000+",[1251],{"type":129,"attrs":1252},{"color":773},{"type":18,"attrs":1254,"content":1255},{"textAlign":34},[1256],{"text":1257,"type":22,"marks":1258},"Beyond advisory fees, clients may also incur brokerage and transaction costs, custodian fees, fund expenses, wire fees, IRA or retirement account fees, tax preparation fees, and sub-advisor or early redemption charges where applicable.",[1259],{"type":129,"attrs":1260},{"color":773},{"type":764,"attrs":1262,"content":1263},{"level":766,"textAlign":34},[1264],{"text":1265,"type":22,"marks":1266},"What is CLA Wealth Advisors’ minimum account size?",[1267,1269],{"type":129,"attrs":1268},{"color":773},{"type":38},{"type":18,"attrs":1271,"content":1272},{"textAlign":34},[1273],{"text":1274,"type":22,"marks":1275},"CLA Wealth Advisors states it has no specific minimum advisory account size.",[1276],{"type":129,"attrs":1277},{"color":773},{"type":18,"attrs":1279,"content":1280},{"textAlign":34},[1281],{"text":1282,"type":22,"marks":1283},"CLA also notes that, while it does not require a minimum investment, it may charge minimum fees for certain advisory services and will disclose them at the start of the engagement.",[1284],{"type":129,"attrs":1285},{"color":773},{"type":764,"attrs":1287,"content":1288},{"level":766,"textAlign":34},[1289],{"text":1290,"type":22,"marks":1291},"Who should choose CLA Wealth Advisors?",[1292,1294],{"type":129,"attrs":1293},{"color":773},{"type":38},{"type":18,"attrs":1296,"content":1297},{"textAlign":34},[1298],{"text":1299,"type":22,"marks":1300},"CLA Wealth Advisors is suited to investors who want an advisor-led relationship that combines portfolio management with broader planning.",[1301],{"type":129,"attrs":1302},{"color":773},{"type":18,"attrs":1304,"content":1305},{"textAlign":34},[1306],{"text":1307,"type":22,"marks":1308},"CLA Wealth Advisors works well for:",[1309],{"type":129,"attrs":1310},{"color":773},{"type":817,"content":1312},[1313,1329,1345,1361],{"type":820,"content":1314},[1315],{"type":18,"attrs":1316,"content":1317},{"textAlign":34},[1318,1324],{"text":1319,"type":22,"marks":1320},"Advisor-led wealth management: ",[1321,1323],{"type":129,"attrs":1322},{"color":773},{"type":38},{"text":1325,"type":22,"marks":1326},"The service is built around ongoing human advice rather than a self-directed or automated model, with discretionary and non-discretionary options available.",[1327],{"type":129,"attrs":1328},{"color":773},{"type":820,"content":1330},[1331],{"type":18,"attrs":1332,"content":1333},{"textAlign":34},[1334,1340],{"text":1335,"type":22,"marks":1336},"Broad planning scope: ",[1337,1339],{"type":129,"attrs":1338},{"color":773},{"type":38},{"text":1341,"type":22,"marks":1342},"CLA’s disclosed planning and consulting services go beyond investment allocation and include retirement planning, estate planning, education funding, and related financial planning work.",[1343],{"type":129,"attrs":1344},{"color":773},{"type":820,"content":1346},[1347],{"type":18,"attrs":1348,"content":1349},{"textAlign":34},[1350,1356],{"text":1351,"type":22,"marks":1352},"Structured portfolio oversight: ",[1353,1355],{"type":129,"attrs":1354},{"color":773},{"type":38},{"text":1357,"type":22,"marks":1358},"The firm says it monitors accounts on an ongoing basis, performs rebalancing as needed, and reviews client risk and return goals at least annually.",[1359],{"type":129,"attrs":1360},{"color":773},{"type":820,"content":1362},[1363],{"type":18,"attrs":1364,"content":1365},{"textAlign":34},[1366,1372],{"text":1367,"type":22,"marks":1368},"Flexible service delivery: ",[1369,1371],{"type":129,"attrs":1370},{"color":773},{"type":38},{"text":1373,"type":22,"marks":1374},"Investment recommendations may involve model portfolios, custom advice, or a combination of both, providing flexibility across different client situations.",[1375],{"type":129,"attrs":1376},{"color":773},{"type":18,"attrs":1378,"content":1379},{"textAlign":34},[1380],{"text":1381,"type":22,"marks":1382},"Who might not benefit as much:",[1383],{"type":129,"attrs":1384},{"color":773},{"type":817,"content":1386},[1387,1403,1419],{"type":820,"content":1388},[1389],{"type":18,"attrs":1390,"content":1391},{"textAlign":34},[1392,1398],{"text":1393,"type":22,"marks":1394},"Fee-sensitive investors: ",[1395,1397],{"type":129,"attrs":1396},{"color":773},{"type":38},{"text":1399,"type":22,"marks":1400},"CLA’s standard Core advisory fee is 1.10% annually for clients with $2 million or less managed at the start of the relationship, and clients may also pay underlying fund expenses and other account-related costs.",[1401],{"type":129,"attrs":1402},{"color":773},{"type":820,"content":1404},[1405],{"type":18,"attrs":1406,"content":1407},{"textAlign":34},[1408,1414],{"text":1409,"type":22,"marks":1410},"People looking for an automated or low-touch service: ",[1411,1413],{"type":129,"attrs":1412},{"color":773},{"type":38},{"text":1415,"type":22,"marks":1416},"CLA’s disclosed offering is centered on advisor-led wealth management and planning, not an automated investing service.",[1417],{"type":129,"attrs":1418},{"color":773},{"type":820,"content":1420},[1421],{"type":18,"attrs":1422,"content":1423},{"textAlign":34},[1424,1430],{"text":1425,"type":22,"marks":1426},"Clients who want the lowest-complexity investment setup: ",[1427,1429],{"type":129,"attrs":1428},{"color":773},{"type":38},{"text":1431,"type":22,"marks":1432},"CLA’s model can involve broader planning work, outside managers, and a wider range of investment structures, so it is not especially geared toward someone who just wants a basic, stripped-down portfolio solution.",[1433],{"type":129,"attrs":1434},{"color":773},{"type":764,"attrs":1436,"content":1437},{"level":766,"textAlign":34},[1438],{"text":1439,"type":22,"marks":1440},"CLA Wealth Advisors: Is it secure?",[1441,1443],{"type":129,"attrs":1442},{"color":773},{"type":38},{"type":18,"attrs":1445,"content":1446},{"textAlign":34},[1447],{"text":1448,"type":22,"marks":1449},"Yes, CLA Wealth Advisors is generally considered safe. ",[1450],{"type":129,"attrs":1451},{"color":773},{"type":18,"attrs":1453,"content":1454},{"textAlign":34},[1455],{"text":1456,"type":22,"marks":1457},"It is SEC-registered as an investment adviser, and it is also a FINRA and SIPC member through its broker-dealer registration. ",[1458],{"type":129,"attrs":1459},{"color":773},{"type":18,"attrs":1461,"content":1462},{"textAlign":34},[1463],{"text":1464,"type":22,"marks":1465},"Client assets are generally held with the custodian, and CLA commonly recommends Charles Schwab when a client has not yet established a custody arrangement.",[1466],{"type":129,"attrs":1467},{"color":773},{"type":18,"attrs":1469,"content":1470},{"textAlign":34},[1471],{"text":1472,"type":22,"marks":1473},"Clients receive account statements from the custodian at least quarterly. The firm may also send its own quarterly reports and tell clients to compare them with custodial statements for accuracy. In some cases, it also arranges surprise annual audits by an independent audit firm.",[1474],{"type":129,"attrs":1475},{"color":773},{"type":18,"attrs":1477,"content":1478},{"textAlign":34},[1479],{"text":1480,"type":22,"marks":1481},"While no system is entirely risk-free, CLA’s safeguards are in line with those of major financial institutions.",[1482],{"type":129,"attrs":1483},{"color":773},{"type":764,"attrs":1485,"content":1486},{"level":766,"textAlign":34},[1487],{"text":1488,"type":22,"marks":1489},"CLA Wealth Advisors: Customer service",[1490,1492],{"type":129,"attrs":1491},{"color":773},{"type":38},{"type":18,"attrs":1494,"content":1495},{"textAlign":34},[1496],{"text":1497,"type":22,"marks":1498},"The customer service model is advisor-led and team-based. ",[1499],{"type":129,"attrs":1500},{"color":773},{"type":18,"attrs":1502,"content":1503},{"textAlign":34},[1504],{"text":1505,"type":22,"marks":1506},"CLA uses a group practice model with a team responsible for each client relationship, provides ongoing monitoring, and sends quarterly written reports showing holdings, transactions, and performance.",[1507],{"type":129,"attrs":1508},{"color":773},{"type":18,"attrs":1510,"content":1511},{"textAlign":34},[1512],{"text":1513,"type":22,"marks":1514},"Clients can request more information by phone, email or a Wealth Advisory Dashboard login.",[1515],{"type":129,"attrs":1516},{"color":773},{"type":764,"attrs":1518,"content":1519},{"level":766,"textAlign":34},[1520],{"text":1521,"type":22,"marks":1522},"CLA Wealth Advisors: Mobile app",[1523,1525],{"type":129,"attrs":1524},{"color":773},{"type":38},{"type":18,"attrs":1527,"content":1528},{"textAlign":34},[1529],{"text":1530,"type":22,"marks":1531},"CLA Wealth Advisors has a dedicated mobile app. ",[1532],{"type":129,"attrs":1533},{"color":773},{"type":18,"attrs":1535,"content":1536},{"textAlign":34},[1537],{"text":1538,"type":22,"marks":1539},"The features include detailed portfolio information, asset allocation views, interactive reports, financial goals tracking, document access, budgeting tools, and advisor interaction. ",[1540],{"type":129,"attrs":1541},{"color":773},{"type":18,"attrs":1543,"content":1544},{"textAlign":34},[1545],{"text":1546,"type":22,"marks":1547},"The mobile experience is designed mainly for account visibility and client communication rather than for self-directed investing.",[1548],{"type":129,"attrs":1549},{"color":773},{"type":764,"attrs":1551,"content":1552},{"level":766,"textAlign":34},[1553],{"text":1554,"type":22,"marks":1555},"Is CLA Wealth Advisors worth it?",[1556,1558],{"type":129,"attrs":1557},{"color":773},{"type":38},{"type":18,"attrs":1560,"content":1561},{"textAlign":34},[1562],{"text":1563,"type":22,"marks":1564},"CLA Wealth Advisors is a relatively broad, advisor-led wealth management service with planning depth, flexible advisory formats, and an integrated option for clients with more complex tax and estate 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