Clearleaf

Fee-Only (% of Portfolio)

Clearleaf Finance manages the Clearleaf Short Alternative Fund, investing primarily in tax lien certificates and tax deeds on real property. The fund also invests in asset-based financings and fixed-income instruments. Clearleaf formulates and maintains the fund's investment program, subject to the fund's limited partnership agreement and confidential private placement memorandum. Clearleaf operates as a small, boutique specialty asset investor.

Assets Under Management$47M
Clients1
Advisors2
Avg. per Client$47M
Avg. per Advisor$24M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Clearleaf | TrueAdvisor