Adrian Hovey is a CFP-designated registered investment advisor at Clear Capital Management LP, based in Westminster, CO, with 6 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 112 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 1.75% |
Fees are negotiable and may vary depending on the client's circumstances. For specialized services such as covered call writing, the fee may be as high as 5% of the assets under management. A separate fee schedule applies to subadviser services: $50,000 - $1,000,000: 0.63%, $1,000,001 and Up: 0.47%
Fee Estimator
Location
Westminster, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adrian owns rental property in Saratoga Springs, NY, since 2018 and spends minimal time on it. He also serves as an MBA advisor for Queen's University and Cornell University, and is a registered agent for Apex Protective, LLC, a retail company; he is also a partner in a retail company specializing in manufacturing gloves.
Employment History
Current Registrations
Clear Capital Management LP
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 states
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