Clovis Wealth Partners offers ongoing portfolio management services tailored to individual client goals, using stocks, bonds, exchange traded funds, options, mutual funds, and other securities. They also offer The Synthetic Dragon Strategy, an advanced investment strategy using options on the S&P 500, intended for sophisticated investors. Clovis Wealth Partners requires clients to meet the definition of a qualified client and have a minimum account size of $5,000,000, which is waivable at their discretion.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For qualified clients using The Synthetic Dragon Strategy, there is also a performance fee of 15% of the net returns of the account, after deducting the management fee and any previous losses.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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