Clockwise Capital LLC is a registered investment advisor based in Miami, Florida, offering discretionary asset management services to individuals, retirement accounts, and other entities. Clockwise Capital employs a unique three-step process that combines goal-setting via a proprietary chatbot, automated adaptive portfolio matching, and pairing clients with independent advisors to manage portfolios. The firm utilizes a mix of artificial intelligence and a seasoned human investment committee to analyze market trends, execute trades, and construct portfolios tailored to different risk objectives, ranging from conservative income generation to aggressive growth. In addition to standard portfolio management, Clockwise Capital offers specialized private fund investment opportunities for qualified clients and coordinates with third-party professionals for non-investment needs. The firm does not directly provide financial planning services but can refer clients to unaffiliated advisors. Clockwise Capital is compensated through asset-based management fees paid quarterly in advance, and occasionally through performance fees for eligible clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally will not exceed 1.5% annually and are negotiable based on account complexity and asset level. Qualified clients may be subject to a performance-fee arrangement.