Clarivest Asset Management LLC

Fee-Only (% of Portfolio)

ClariVest Asset Management manages investment portfolios, primarily focusing on domestic, international, and global equities. ClariVest uses a fundamentally based, bottom-up investment strategy, incorporating quantitative tools. ClariVest's investment philosophy is behavioral, seeking to identify opportunities arising from investor reactions to changes in a company's fundamental growth cycle. ClariVest manages client portfolios on a discretionary basis, but services can be tailored to individual client needs.

Assets Under Management$3B
Clients29
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

ClariVest's fees are calculated as a percentage of the value of your portfolio, and are typically paid quarterly. The specific percentage depends on the investment strategy and the amount invested. As the amount invested increases, the percentage charged generally decreases. Fees may be negotiable for larger accounts or special circumstances. Some clients may have performance-based fee arrangements.

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Clarivest Asset Management LLC | TrueAdvisor