Cloverpoint provides investment advisory services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans through separately managed accounts. Cloverpoint also serves as a subadvisor to exchange-traded funds. Cloverpoint requests authority to make investment decisions for clients. Cloverpoint offers long-only, public-equity strategies and seeks to outperform specific benchmarks. Cloverpoint's advisory services do not include financial planning.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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