Clairmont Investment Advisors LLC
Clairmont Investment Advisors LLC (CRD# 282031) is a financial advisory firm headquartered in , . They manage $67,862,706 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$1,357,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Benjamin Hein (CRD# 4027543) is an Investment Advisor Representative working at Clairmont Investment Advisors LLC in Miami Beach, FL and has over 9 years of experience in the finance industry. Benjamin Hein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicola Corsetti (CRD# 6852226) is an Investment Advisor Representative working at Clairmont Investment Advisors LLC in Nassau, and has 1 year of experience in the finance industry.