Clarivor

Fee-Only (% of Portfolio)Fixed/Hourly

Clarivor is a registered investment advisor that provides custom portfolio management services over the Internet. Clarivor focuses on rule-based investment strategies using options, ETFs, and stocks. Clients can use Clarivor's software to view recommendations, screen strategies, and construct customized portfolios. Clarivor tailors its services to individual client needs based on information provided through its website.

Assets Under Management$35M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$35M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Fees may be negotiated. As an alternative to AUM-based fees, clients may elect to pay a flat fee of up to $5,000 per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm