Clovelly Wealth offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment policy statements and construct plans to match each client's specific situation. Clovelly Wealth also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Additionally, they provide tax preparation services.
Assets Under Management$4.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.3M
Fee Structure
Planning is included in investment management (also available separately)
Clovelly Wealth's annual portfolio management fees range from 0.50% to 1.25% of the value of your investments. These fees are paid monthly in advance. The final fee schedule is negotiable. You can terminate the agreement with 30 days' written notice.
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