Clarkston Capital Partners, LLC

CRD#143456
Investment Advisor Firm

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Learn more about Clarkston Capital Partners, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Clarkston Capital Partners, LLC is located at 303 East Third St, Rochester, MI. The firm employs 17 financial advisors to manage client portfolios and provide financial guidance. Clarkston Capital Partners, LLC is not a registered broker-dealer.

    Clarkston Capital Partners, LLC oversees $6.7 billion in assets under management across 2,124 accounts, of which 2,117 are discretionary and 7 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. The fee structure at Clarkston Capital Partners, LLC includes asset-based and fixed fees. The largest client type by accounts is retail investors, and the firm has 251 high net worth clients.

    Clarkston Capital Partners, LLC is registered in the states of Alabama, Connecticut, Louisiana, Massachusetts, Nevada, South Dakota, Virginia, Washington, Wisconsin, Pennsylvania, Arizona, Michigan, California, Texas, Colorado, Georgia, Florida, Hawaii, Illinois, Indiana, Minnesota, New Jersey, Oregon, New York, North Carolina, and Ohio.

    Assets Under Management

    $6.7 billion

    Number of Advisors

    17

    Disclosures

    No

    Office Location

    303 East Third St
    Rochester, MI 48307

    Clarkston Capital Partners, LLC by the Numbers

    Total Assets Under Management

    $6.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    37

    National Average: 64
    Total Number of Accounts

    2,124

    National Average: 375,227
    Average Account Size

    $3.2 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees typically are based on which services are provided. Fees billed by Clarkston Capital Partners, LLC most likely consist of any combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Clarkston Capital Partners, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a broad range of investors. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations, and other. Out of its 11 clients, Clarkston Capital Partners, LLC's largest client type by number of accounts is investment companies, although it also caters to 251 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 21.16%
    • Other Individuals - 67.54%
    • Corporations - 8.43%
    • Charitable Organizations - 2.87%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Clarkston Capital Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Clarkston Capital Partners, LLC

    Alexander Strek
    Bloomfield Hills, MI
    Rebecca Wagner
    Paradise Valley, AZ
    Kurt Terrien
    Rochester, MI
    Matthew Rodgers
    Rochester, MI
    William Lee
    Paradise Valley, AZ
    Jeremy Modell
    Bloomfield Hills, MI
    Jake Powers
    Rochester, MI
    Cheryl Kassab
    Bloomfield Hills, MI
    Jeffrey Hakala
    Rochester, MI

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