Cloverhill Capital Management offers investment management, financial planning, wealth management, and consulting services. They work with individuals, high net worth individuals, and small businesses. Cloverhill does not offer stand-alone financial planning; it is included with other services. They use asset class investing and long-term allocation strategies.
Assets Under Management$9.1M
Clients14
Advisors1
Avg. per Client$650K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Clients with more than $3,000,000 will have the option to either switch to a flat annual fee that will be negotiable within the range of $36,000 and $50,000, based on complexity and needs of the client, or have their fee remain at 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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