Smart, Transparent, and Sustainable Financial Guidance
At Clegg Investment Services, we help individuals and families grow and protect their wealth through clear, practical investment advice. Founded by Brian Clegg, our mission is to simplify the investment process, eliminate unnecessary fees, and build sustainable strategies tailored to your long-term goals.
What We Do
We specialize in helping working professionals and middle-income families make confident, cost-effective financial decisions. Our services include:
• Investment Selection
We help you choose low-cost, diversified investments that align with your goals and risk tolerance—no products to sell, no hidden agendas.
• Avoid Unnecessary Fees
Tired of excessive advisor or fund fees eating into your returns? So are we. We’ll show you how to streamline your portfolio and keep more of what you earn.
• Sustainable Financial Process
We build easy-to-follow, repeatable investment strategies so you’re never left guessing what to do next. Think of it as your personalized financial roadmap.
• Tax-Efficient Strategies
Minimizing taxes means maximizing returns. We design your investment plan with tax efficiency in mind—helping you keep more every year.
Transparent, Flat-Fee Pricing
Unlike traditional advisors who charge a percentage of your assets, we believe in simple, flat fees—so you always know what you’re paying and why.
• Initial Portfolio Review – $300 (one-time)
A full assessment of your current investment accounts, fee structure, risk exposure, and opportunities for improvement.
• Investment Plan Creation – $600 (one-time)
A customized, actionable investment strategy tailored to your goals, risk tolerance, and tax situation.
• Ongoing Support & Rebalancing – $75/month or $800/year
Continuous guidance, email support, and quarterly check-ins to keep your plan on track and adjust when life changes.
• Hourly Consulting – $150/hour
Perfect for one-off questions or second opinions.
• Free 30-Minute Consultation
Let’s talk first—no pressure, no obligation. We’ll get to know your situation and show you how we can help.
Ready to Take Control of Your Financial Future?
Schedule Your Free Consultation today and see what it feels like to work with an advisor who’s truly on your side.