Cloak Advisors, LLC provides investment management services to individuals, high net worth individuals, and profit-sharing plans. The firm manages investments on a discretionary basis. Cloak Advisors uses fundamental analysis and invests in long-only, equally weighted equity and balanced portfolios.
Assets Under Management$26M
Clients68
Advisors1
Avg. per Client$380K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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