Clera offers digital investment advice to retail investors through its website and mobile app. Clients receive portfolio recommendations and personalized analytics based on their investment goals and risk tolerance. Clera uses algorithms to analyze market data and generate investment insights. Clients interact exclusively with the platform and do not receive individualized advice from human representatives. Clera does not provide comprehensive financial planning, estate planning, tax, or legal advice.
Fee Structure
Clera offers investment advice through a subscription-based service. Clients pay a flat monthly fee based on their selected service tier. Clera does not charge fees based on the amount of your portfolio, performance, or individual transactions. Clients may incur expense ratios charged by investment products like exchange-traded funds or mutual funds. Clera covers all brokerage and custody-related costs.