Michael Cloutier is a registered investment advisor at Clout INC. Advisors, based in Tucson, AZ, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Generally the minimum account size is $5,000, subject to a minimum annual fee of $50.00. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.
Fee Estimator
Location
4890 E Scarlett St, Tucson, AZ, 85711
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Regulatory History (1)
Customer Dispute
February 2017Employment History
Current Registrations
Clout INC. Advisors
Previous Registrations
Cloutier, Michael F.
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State Registrations1 state
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