Cleartree Asset Management (CTA) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CTA creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. CTA also offers financial planning services to portfolio management clients, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Assets Under Management$17M
Clients47
Advisors1
Avg. per Client$370K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...