Clover Leaf Financial offers financial advisory services to individuals, high-net-worth individuals, families, and retirement plan sponsors. Services include portfolio management, financial planning, retirement plan consulting, and cash flow analysis. Clover Leaf offers both discretionary and non-discretionary portfolio management services, tailored to each client's individual needs and financial situation.
Assets Under Management$77M
Clients223
Advisors2
Avg. per Client$340K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Clover Leaf Financial manages investment portfolios for an annual fee based on the value of your portfolio. The fee is negotiated with each client and typically ranges from 0.50% to 1.50% annually, depending on the size of the portfolio, complexity of the client's financial situation, and the scope of services provided.
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