Klaren Capital provides investment advice and portfolio management tailored to individual client needs. They offer both discretionary and non-discretionary services. Klaren Capital also offers financial planning services, creating written plans to help clients manage their income, assets, and liabilities to meet their financial goals. They primarily manage accounts using three model portfolios composed of ETFs, but may include mutual funds, stocks, bonds, and cash securities.
Assets Under Management$13M
Clients38
Advisors1
Avg. per Client$350K
Avg. per Advisor$13M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.50% |
This schedule is used as a guideline only; all fees are subject to negotiation. Klaren Capital may receive between 0%-30% of the Net New Profits for accounts under the Hedged Global Macro Strategy trading program.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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