Clearstone Capital Management, LLC (Salt Lake City)

Name: Clearstone Capital Management, LLC
Address: 299 South State Street, Salt Lake City, UT, 84111
Telephone: 866-534-0530

Clearstone Capital Management, LLC is a large advisory firm based in Salt Lake City. It manages $160.16 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, Arkansas, and Utah.

Clearstone Capital Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and investment consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clearstone Capital Management: assets under management

The assets under management (AUM) of Clearstone Capital Management, LLC is $160.16 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.15 million in discretionary accounts and $85.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.98 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearstone Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salt Lake City

The principal office where Clearstone Capital Management, LLC performs its advisory services is located at 299 South State Street, Salt Lake City, UT 84111, which is also the mailing address of the firm. An additional office of the firm is in Prescott, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-534-0530 or by fax 866-470-6525. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at clearstonecapitalmanagement.com.

Clearstone Capital Management, LLC (Salt Lake City)

Clearstone Capital Management: assets under management

Fees & Commissions

Based in Salt Lake City

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