Cloyd Capital, founded by Conner Cloyd, offers financial planning and investment management services to individuals. The firm begins with a personalized discovery process to understand each client's goals and risk tolerance, then develops a financial plan that evolves over time. Cloyd Capital uses low-cost, tax-efficient mutual funds and ETFs, emphasizing diversification and long-term consistency.
Assets Under Management$350K
Clients9
Advisors1
Avg. per Client$39K
Avg. per Advisor$350K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.85% |
| $50K - $100K | 0.70% |
| $100K - $500K | 0.55% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.25% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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