Calvin Rose is a registered investment advisor at Clear Capital Management LP, based in Doylestown, PA, with 5 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 112 clients with $61M 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 $3.0M | 2.00% |
| $3M+ | 1.75% |
Fees are negotiable and may vary depending on the client's circumstances. For specialized services such as covered call writing, the fee may be as high as 5% of the assets under management. A separate fee schedule applies to subadviser services: $50,000 - $1,000,000: 0.63%, $1,000,001 and Up: 0.47%
Fee Estimator
Location
196 West Ashland Street, Suite 516, Doylestown, PA, 18901-4040
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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 Activities
Calvin is a non-paid member of the Philadelphia Bond Club. This activity is not investment-related.
Employment History
Current Registrations
Clear Capital Management LP
State Registrations8 states
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