Don Cloud is a registered investment advisor at Cloud Investments, LLC, based in Huntsville, AL, with 18 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 995 clients with $400M 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 $250K | 1.80% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.35% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Location
200 Clinton Ave, Suite 1020, Huntsville, AL, 35801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Don owns rental property and acts as a property manager, dedicating minimal time to this activity. He also owns Cloud Financial, Inc., where he solicits insurance clients and products, spending about a quarter of his time on this business.
Employment History
Current Registrations
Cloud Investments, LLC
Previous Registrations
Precision Capital Management
Horter Investment Management, LLC
Crown Capital Securities, L.P.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.