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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.