CleverInvesting LLC provides investment management services to individuals and high net worth individuals. CleverInvesting specializes in concentrated, fundamentals-based, and value investing, primarily using stocks and cash-secured put options. Due to the concentrated nature of its securities selection, portfolio values may fluctuate more than the overall stock market. Advisory services may be tailored to the individual client’s individual needs.
Assets Under Management$1.6M
Clients8
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K+ | 1.00% |
The actual annual fee percentage charged to the Client may differ if the Client has negotiated a different fee rate with CleverInvesting LLC.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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