CleverInvesting is a registered investment advisor founded in 2016 and operated by Brock Erwin, based in Round Rock, Texas. The firm specializes in managing investment portfolios for individual and high net worth clients using a concentrated, fundamentals-based, and value-oriented investment strategy. CleverInvesting primarily acquires long positions in individual public companies and may occasionally sell cash-secured put options or hold cash. Because of this focused approach, portfolios managed by CleverInvesting may experience higher volatility than the overall stock market and can underperform the general market for extended periods. The firm does not use wrap fee programs or charge performance-based fees. Clients work with CleverInvesting to establish personalized investment policies, risk tolerances, and restrictions before any trading occurs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K+ | 1.00% |
Fees are calculated based on average daily balance over the previous three months and billed quarterly in arrears. Fees may be negotiated.