Cloud Capital Management provides investment management and financial consulting services. For investment management, Cloud Capital uses various securities to help clients meet their financial goals. Clients receive ongoing portfolio construction, investment selection, monitoring, and rebalancing. For financial consulting, Cloud Capital provides guidance on total portfolio and balance sheet, review of outside managers, alternative investments, and private placements. Cloud Capital does not have trading authority through financial consulting.
Assets Under Management$190M
Clients86
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$38M
www.cloudcapital.us ·www.cloudcapitaladvisors.com ·www.linkedin.com/company/cloud-capital-management
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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