Brock Erwin is a registered investment advisor at Cleverinvesting LLC, based in Round Rock, TX, with 9 years of industry experience. Brock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1.6M 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 $25K | 1.50% |
| $25K+ | 1.00% |
The actual annual fee percentage charged to the Client may differ if the Client has negotiated a different fee rate with CleverInvesting LLC.
Fee Estimator
Location
Round Rock, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brock works full-time as a Software Development Engineer for Amazon, developing software for internal use. This activity is not investment-related.
Employment History
Current Registrations
Cleverinvesting LLC
State Registrations2 states
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