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view of your finances.",[1083],{"type":129,"attrs":1084},{"color":773},{"type":845,"content":1086},[1087],{"type":18,"attrs":1088,"content":1089},{"textAlign":34},[1090,1096],{"text":1091,"type":22,"marks":1092},"Access to alternative investments: ",[1093,1095],{"type":129,"attrs":1094},{"color":773},{"type":38},{"text":1097,"type":22,"marks":1098},"For qualified clients, Clearstead offers access to private equity and hedge fund strategies, which are not typically available to individual investors.",[1099],{"type":129,"attrs":1100},{"color":773},{"type":845,"content":1102},[1103],{"type":18,"attrs":1104,"content":1105},{"textAlign":34},[1106,1112],{"text":1107,"type":22,"marks":1108},"Acts as a fiduciary:",[1109,1111],{"type":129,"attrs":1110},{"color":773},{"type":38},{"text":1113,"type":22,"marks":1114}," The firm is legally obligated to act in your best interest, and they have the expertise to manage retirement plans under strict ERISA rules.",[1115],{"type":129,"attrs":1116},{"color":773},{"type":18,"attrs":1118,"content":1119},{"textAlign":34},[1120],{"text":1121,"type":22,"marks":1122},"Cons of Clearstead Advisors",[1123,1125],{"type":129,"attrs":1124},{"color":773},{"type":38},{"type":842,"content":1127},[1128,1144,1160],{"type":845,"content":1129},[1130],{"type":18,"attrs":1131,"content":1132},{"textAlign":34},[1133,1139],{"text":1134,"type":22,"marks":1135},"Variable and negotiated fees:",[1136,1138],{"type":129,"attrs":1137},{"color":773},{"type":38},{"text":1140,"type":22,"marks":1141}," The firm doesn't have a simple, flat fee. Your cost will depend on the size of your account and the specific services you need, which can make it harder to predict.",[1142],{"type":129,"attrs":1143},{"color":773},{"type":845,"content":1145},[1146],{"type":18,"attrs":1147,"content":1148},{"textAlign":34},[1149,1155],{"text":1150,"type":22,"marks":1151},"Potential for layered costs: ",[1152,1154],{"type":129,"attrs":1153},{"color":773},{"type":38},{"text":1156,"type":22,"marks":1157},"In addition to Clearstead's advisory fee, you will also have to pay any fees charged by custodians, brokerage firms, and the underlying funds in your portfolio.",[1158],{"type":129,"attrs":1159},{"color":773},{"type":845,"content":1161},[1162],{"type":18,"attrs":1163,"content":1164},{"textAlign":34},[1165,1171],{"text":1166,"type":22,"marks":1167},"More complex than a simple robo-advisor: ",[1168,1170],{"type":129,"attrs":1169},{"color":773},{"type":38},{"text":1172,"type":22,"marks":1173},"The firm's institutional-style approach is thorough but may feel more complicated than a streamlined, automated investment platform.",[1174],{"type":129,"attrs":1175},{"color":773},{"type":764,"attrs":1177,"content":1178},{"level":766,"textAlign":34},[1179],{"text":1180,"type":22,"marks":1181},"Clearstead Advisors fees: How much does Clearstead Advisors cost?",[1182,1184],{"type":129,"attrs":1183},{"color":773},{"type":38},{"type":18,"attrs":1186,"content":1187},{"textAlign":34},[1188],{"text":1189,"type":22,"marks":1190},"Clearstead’s fees are not one-size-fits-all; they are negotiated based on your specific needs, the complexity of your situation, and the size of your account.",[1191],{"type":129,"attrs":1192},{"color":773},{"type":18,"attrs":1194,"content":1195},{"textAlign":34},[1196],{"text":1197,"type":22,"marks":1198},"Here’s a general breakdown of their typical fees:",[1199],{"type":129,"attrs":1200},{"color":773},{"type":842,"content":1202},[1203,1219,1235],{"type":845,"content":1204},[1205],{"type":18,"attrs":1206,"content":1207},{"textAlign":34},[1208,1214],{"text":1209,"type":22,"marks":1210},"Private client advisory fees:",[1211,1213],{"type":129,"attrs":1212},{"color":773},{"type":38},{"text":1215,"type":22,"marks":1216}," For most individual and family clients, the annual investment management fee is asset-based and typically falls between 0.10% and 1.00%. Some clients may pay a flat annual retainer instead.",[1217],{"type":129,"attrs":1218},{"color":773},{"type":845,"content":1220},[1221],{"type":18,"attrs":1222,"content":1223},{"textAlign":34},[1224,1230],{"text":1225,"type":22,"marks":1226},"Financial planning and tax fees:",[1227,1229],{"type":129,"attrs":1228},{"color":773},{"type":38},{"text":1231,"type":22,"marks":1232}," If you engage the firm just for financial or tax planning, these services are usually charged as a flat retainer. The minimum fee for a financial plan is typically $3,500.",[1233],{"type":129,"attrs":1234},{"color":773},{"type":845,"content":1236},[1237],{"type":18,"attrs":1238,"content":1239},{"textAlign":34},[1240,1246],{"text":1241,"type":22,"marks":1242},"Institutional advisory fees:",[1243,1245],{"type":129,"attrs":1244},{"color":773},{"type":38},{"text":1247,"type":22,"marks":1248}," For institutional clients with over $25 million in assets, fees are generally lower, ranging from 0.05% to 0.40% annually.",[1249],{"type":129,"attrs":1250},{"color":773},{"type":18,"attrs":1252,"content":1253},{"textAlign":34},[1254],{"text":1255,"type":22,"marks":1256},"It’s important to remember that these fees do not include other potential costs, such as brokerage commissions or the internal expenses of mutual funds and ETFs in your portfolio.",[1257],{"type":129,"attrs":1258},{"color":773},{"type":764,"attrs":1260,"content":1261},{"level":766,"textAlign":34},[1262],{"text":1263,"type":22,"marks":1264},"What is Clearstead Advisors’s minimum account size?",[1265,1267],{"type":129,"attrs":1266},{"color":773},{"type":38},{"type":18,"attrs":1269,"content":1270},{"textAlign":34},[1271],{"text":1272,"type":22,"marks":1273},"Clearstead does not have a single, firm-wide account minimum. ",[1274],{"type":129,"attrs":1275},{"color":773},{"type":18,"attrs":1277,"content":1278},{"textAlign":34},[1279],{"text":1280,"type":22,"marks":1281},"The minimum investment required depends on the specific service you are using. For example, while there isn't a stated investment minimum for all clients, the financial planning service has a minimum fee of $3,500. ",[1282],{"type":129,"attrs":1283},{"color":773},{"type":18,"attrs":1285,"content":1286},{"textAlign":34},[1287],{"text":1288,"type":22,"marks":1289},"For their Clearstead Advisory Solutions (CAS) program, the fee schedule starts on the first $5 million of assets, suggesting it is designed for high-net-worth clients. ",[1290],{"type":129,"attrs":1291},{"color":773},{"type":18,"attrs":1293,"content":1294},{"textAlign":34},[1295],{"text":1296,"type":22,"marks":1297},"The best way to know the specific minimum for your situation is to discuss it directly with the firm.",[1298],{"type":129,"attrs":1299},{"color":773},{"type":764,"attrs":1301,"content":1302},{"level":766,"textAlign":34},[1303],{"text":1304,"type":22,"marks":1305},"Who should choose Clearstead Advisors?",[1306,1308],{"type":129,"attrs":1307},{"color":773},{"type":38},{"type":18,"attrs":1310,"content":1311},{"textAlign":34},[1312],{"text":1313,"type":22,"marks":1314},"Clearstead is best for those who want a deep, long-term relationship with an advisory team to manage their complex financial lives.",[1315],{"type":129,"attrs":1316},{"color":773},{"type":18,"attrs":1318,"content":1319},{"textAlign":34},[1320],{"text":1321,"type":22,"marks":1322},"It could be a good fit if you:",[1323],{"type":129,"attrs":1324},{"color":773},{"type":842,"content":1326},[1327,1343,1359,1375],{"type":845,"content":1328},[1329],{"type":18,"attrs":1330,"content":1331},{"textAlign":34},[1332,1338],{"text":1333,"type":22,"marks":1334},"Are a high-net-worth individual or family:",[1335,1337],{"type":129,"attrs":1336},{"color":773},{"type":38},{"text":1339,"type":22,"marks":1340}," The firm is structured to handle the complex needs that come with significant wealth, from tax planning to family office services.",[1341],{"type":129,"attrs":1342},{"color":773},{"type":845,"content":1344},[1345],{"type":18,"attrs":1346,"content":1347},{"textAlign":34},[1348,1354],{"text":1349,"type":22,"marks":1350},"Represent an institution like a foundation or retirement plan:",[1351,1353],{"type":129,"attrs":1352},{"color":773},{"type":38},{"text":1355,"type":22,"marks":1356}," Clearstead has deep expertise in providing fiduciary oversight and investment consulting for large organizations.",[1357],{"type":129,"attrs":1358},{"color":773},{"type":845,"content":1360},[1361],{"type":18,"attrs":1362,"content":1363},{"textAlign":34},[1364,1370],{"text":1365,"type":22,"marks":1366},"Are interested in alternative investments: ",[1367,1369],{"type":129,"attrs":1368},{"color":773},{"type":38},{"text":1371,"type":22,"marks":1372},"The firm provides access to private equity and hedge funds for eligible clients.",[1373],{"type":129,"attrs":1374},{"color":773},{"type":845,"content":1376},[1377],{"type":18,"attrs":1378,"content":1379},{"textAlign":34},[1380,1386],{"text":1381,"type":22,"marks":1382},"Are an executive looking for integrated advice:",[1383,1385],{"type":129,"attrs":1384},{"color":773},{"type":38},{"text":1387,"type":22,"marks":1388}," They specialize in providing tailored financial services for executive leaders, combining institutional knowledge with private client planning.",[1389],{"type":129,"attrs":1390},{"color":773},{"type":18,"attrs":1392,"content":1393},{"textAlign":34},[1394],{"text":1395,"type":22,"marks":1396},"It might not be the best choice if you:",[1397],{"type":129,"attrs":1398},{"color":773},{"type":842,"content":1400},[1401,1417,1433],{"type":845,"content":1402},[1403],{"type":18,"attrs":1404,"content":1405},{"textAlign":34},[1406,1412],{"text":1407,"type":22,"marks":1408},"Want a simple, low-cost digital platform:",[1409,1411],{"type":129,"attrs":1410},{"color":773},{"type":38},{"text":1413,"type":22,"marks":1414}," Clearstead is a traditional, advisor-led firm, not a robo-advisor.",[1415],{"type":129,"attrs":1416},{"color":773},{"type":845,"content":1418},[1419],{"type":18,"attrs":1420,"content":1421},{"textAlign":34},[1422,1428],{"text":1423,"type":22,"marks":1424},"Are a DIY investor: ",[1425,1427],{"type":129,"attrs":1426},{"color":773},{"type":38},{"text":1429,"type":22,"marks":1430},"The firm's services are designed for those who want to delegate investment management, not for active traders who prefer to pick their own stocks.",[1431],{"type":129,"attrs":1432},{"color":773},{"type":845,"content":1434},[1435],{"type":18,"attrs":1436,"content":1437},{"textAlign":34},[1438,1444],{"text":1439,"type":22,"marks":1440},"Prefer a simple, predictable fee structure:",[1441,1443],{"type":129,"attrs":1442},{"color":773},{"type":38},{"text":1445,"type":22,"marks":1446}," As fees are negotiated, the cost may feel less straightforward than a flat-fee service.",[1447],{"type":129,"attrs":1448},{"color":773},{"type":764,"attrs":1450,"content":1451},{"level":766,"textAlign":34},[1452],{"text":1453,"type":22,"marks":1454},"Clearstead Advisors: Is it secure?",[1455,1457],{"type":129,"attrs":1456},{"color":773},{"type":38},{"type":18,"attrs":1459,"content":1460},{"textAlign":34},[1461],{"text":1462,"type":22,"marks":1463},"Clearstead is registered with the U.S. Securities and Exchange Commission (SEC), which holds it to high regulatory and fiduciary standards.",[1464],{"type":129,"attrs":1465},{"color":773},{"type":18,"attrs":1467,"content":1468},{"textAlign":34},[1469],{"text":1470,"type":22,"marks":1471},"Your assets are not held by Clearstead itself. Instead, they are held at a separate, qualified custodian, such as a major bank or brokerage firm. ",[1472],{"type":129,"attrs":1473},{"color":773},{"type":18,"attrs":1475,"content":1476},{"textAlign":34},[1477],{"text":1478,"type":22,"marks":1479},"This is a critical safety measure that ensures the people managing your money are separate from the institution holding it. Clearstead also uses industry-standard cybersecurity measures to protect your data.",[1480],{"type":129,"attrs":1481},{"color":773},{"type":764,"attrs":1483,"content":1484},{"level":766,"textAlign":34},[1485],{"text":1486,"type":22,"marks":1487},"Clearstead Advisors: Customer service",[1488,1490],{"type":129,"attrs":1489},{"color":773},{"type":38},{"type":18,"attrs":1492,"content":1493},{"textAlign":34},[1494],{"text":1495,"type":22,"marks":1496},"Customer service at Clearstead is personal and direct. ",[1497],{"type":129,"attrs":1498},{"color":773},{"type":18,"attrs":1500,"content":1501},{"textAlign":34},[1502],{"text":1503,"type":22,"marks":1504},"You work with a dedicated advisor or advisory team, not a call center. ",[1505],{"type":129,"attrs":1506},{"color":773},{"type":18,"attrs":1508,"content":1509},{"textAlign":34},[1510],{"text":1511,"type":22,"marks":1512},"The entire model is built on building long-term relationships and providing ongoing, personalized engagement. With a national team serving clients in 46 states, they offer direct communication through phone, email, and in-person meetings.",[1513],{"type":129,"attrs":1514},{"color":773},{"type":764,"attrs":1516,"content":1517},{"level":766,"textAlign":34},[1518],{"text":1519,"type":22,"marks":1520},"Clearstead Advisors: Mobile app",[1521,1523],{"type":129,"attrs":1522},{"color":773},{"type":38},{"type":18,"attrs":1525,"content":1526},{"textAlign":34},[1527],{"text":1528,"type":22,"marks":1529},"No, Clearstead Advisors does not offer its own proprietary mobile app. ",[1530],{"type":129,"attrs":1531},{"color":773},{"type":18,"attrs":1533,"content":1534},{"textAlign":34},[1535],{"text":1536,"type":22,"marks":1537},"Since your assets are held at a third-party custodian, you would typically use that custodian's app or website to view your account information and statements.",[1538],{"type":129,"attrs":1539},{"color":773},{"type":764,"attrs":1541,"content":1542},{"level":766,"textAlign":34},[1543],{"text":1544,"type":22,"marks":1545},"Is Clearstead Advisors worth it?",[1546,1548],{"type":129,"attrs":1547},{"color":773},{"type":38},{"type":18,"attrs":1550,"content":1551},{"textAlign":34},[1552],{"text":1553,"type":22,"marks":1554},"For the right client, Clearstead Advisors can be highly valuable. ",[1555],{"type":129,"attrs":1556},{"color":773},{"type":18,"attrs":1558,"content":1559},{"textAlign":34},[1560],{"text":1561,"type":22,"marks":1562},"If you have a complex financial situation and want a dedicated team of experts to provide comprehensive, tailored advice, the firm’s deep expertise and all-in-one service model are hard to beat. Their ability to integrate everything from investments to tax and estate planning is a major plus.",[1563],{"type":129,"attrs":1564},{"color":773},{"type":18,"attrs":1566,"content":1567},{"textAlign":34},[1568],{"text":1569,"type":22,"marks":1570},"However, this high-touch service comes with a more complex, negotiated fee structure that may not appeal to everyone. If you prioritize personalized, expert guidance and have the assets to warrant this level of service, Clearstead is definitely worth considering.",[1571],{"type":129,"attrs":1572},{"color":773},{"type":764,"attrs":1574,"content":1575},{"level":766,"textAlign":34},[1576],{"text":1577,"type":22,"marks":1578},"Get expert financial advice",[1579,1581],{"type":129,"attrs":1580},{"color":773},{"type":38},{"type":18,"attrs":1583,"content":1584},{"textAlign":34},[1585,1590,1600,1605],{"text":1586,"type":22,"marks":1587},"If you're seeking professional financial advice, Unbiased can ",[1588],{"type":129,"attrs":1589},{"color":773},{"text":1591,"type":22,"marks":1592},"match you with a financial advisor",[1593,1596,1598],{"type":31,"attrs":1594},{"href":1595,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas",{"type":129,"attrs":1597},{"color":773},{"type":1599},"underline",{"text":1601,"type":22,"marks":1602}," who will help you manage your money and maximize your investments.",[1603],{"type":129,"attrs":1604},{"color":773},{"type":1606},"hard_break","article-rich-text",[1609],{"_uid":1610,"image":1611,"title":1616,"subtitle":12,"component":1634,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1612,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1613,"copyright":12,"fieldtype":1614,"meta_data":1615,"is_external_url":543},149145293147920,"https://a.storyblok.com/f/185166/180x180/3b58f9a7ca/clearstead-advisors-review.jpg","asset",{},{"type":15,"content":1617},[1618],{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621,1629],{"text":1622,"type":22,"marks":1623},"Clearstead Advisors",[1624,1626],{"type":129,"attrs":1625},{"color":773},{"type":25,"attrs":1627},{"class":1628},"primary-gradient",{"text":1630,"type":22,"marks":1631}," 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Advisors review covers the firm’s customized wealth management services, advisory fee structures, minimum account, and investment strategies, helping investors evaluate whether its advisor-led approach fits their needs.",{"name":1682,"created_at":1683,"published_at":1684,"updated_at":1685,"id":1686,"uuid":1687,"content":1688,"slug":1696,"full_slug":1697,"sort_by_date":34,"position":1653,"tag_list":1698,"is_startpage":543,"parent_id":1655,"meta_data":34,"group_id":1699,"first_published_at":1657,"release_id":34,"lang":730,"path":34,"alternates":1700,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1689,"_uid":1644,"name":1682,"image":1690,"component":1649,"education":1693,"expertise":1694,"description":1695},"Senior Content Writer",{"id":1691,"alt":12,"name":12,"focus":12,"title":12,"filename":1692,"copyright":12,"fieldtype":1614,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Clearstead Advisors review outlines the firm’s advisor-led wealth management services, fee structure, and investment approach.",[],"clearstead-advisors","discover/financial-advice/clearstead-advisors",-5740,[],365590167,"7fbb6211-a1b9-44a1-b1a8-31323a11931e","2026-02-26T10:38:58.205Z",[],{"left":727,"top":727,"width":1715,"height":1715,"rotate":727,"vFlip":543,"hFlip":543,"body":1716},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1718,1721,1722],{"title":1719,"exact":558,"href":1720},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1723,"disabled":558},"/discover/financial-advice/clearstead-advisors",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1725},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775291164370]