Clout Inc. Advisors offers investment management using a "buy low, sell high" strategy, focusing on undervalued securities. They also provide financial plans tailored to individual client needs, covering investments, insurance, taxes, and estate planning. Additionally, they offer business consultations separate from personal financial planning, addressing topics like succession planning.
Assets Under Management$8M
Clients60
Advisors2
Avg. per Client$130K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Generally the minimum account size is $5,000, subject to a minimum annual fee of $50.00. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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