Cladis Investment Advisory manages investment portfolios for clients, either with or without the authority to make trades without asking first. They may also provide financial planning using interactive software to assess clients' financial situations. Cladis Investment Advisory recommends stocks, bonds, CDs, municipal securities, mutual funds, and exchange-traded funds. Investment advice is tailored to each client's individual needs and goals.
Assets Under Management$240M
Clients119
Advisors3
Avg. per Client$2M
Avg. per Advisor$81M
www.linkedin.com/in/tracy-hawbaker-383b2b95 ·www.linkedin.com/in/nick-cladis-9a8aa936 ·www.cladisadvisory.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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