Cloud Investments offers investment advisory services, including direct asset management and financial planning. For asset management, they determine investment goals, risk tolerance, and time horizons to create tailored strategies. They also provide limited scope advice to retirement plans. Financial planning services include evaluating an investor's current and future financial state.
Assets Under Management$400M
Clients995
Advisors6
Avg. per Client$410K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.35% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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