CLEAR TRAIL ADVISORS, LLC

Overview

Clear Trail Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by a combination of a domestic entity and an individual. The firm serves primarily individual and family clients and combines investment management with financial planning and insurance brokerage. Advisory services listed include portfolio management for individuals and small businesses, financial planning, pension consulting services, and selection of other advisers. The firm charges fees based on a percentage of AUM and also uses hourly and fixed-fee arrangements. Clear Trail identifies as an active ESG investor and functions as a capital allocator, directing client capital into external managers and funds as part of its portfolio construction. It is not a multi-state adviser and reports no affiliated or related advisers in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices