K. D. Clewley Capital Management is an investment advisory firm that monitors economic indicators to adjust client portfolios. When a recession appears likely, the firm moves client accounts from stocks to government bonds. Investments are made in exchange traded funds, mutual funds, or stocks. Client assets are managed with the authority to make trades without asking first. The firm manages accounts separately, generally investing them in line with the overall view of the economy and financial markets.
Assets Under Management$90M
Clients63
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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