Clothier Springs Capital Management provides ongoing investment services based on client goals. They manage globally allocated, diversified portfolios primarily using Exchange Traded Funds (ETFs). They also offer option hedging strategies. Clothier Springs does not provide discrete financial planning services for a separate fee, but incorporates relevant projections and return assumptions in their advisory services.
Assets Under Management$12M
Clients23
Advisors1
Avg. per Client$510K
Avg. per Advisor$12M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Clothier Springs Capital Management offers investment management services with fees based on the amount of assets managed.
For Global Portfolios | Wealth Management:
- On the first $500,000: 0.65% (discretionary), 0.25% (non-discretionary)
- On the next $2,000,000: 0.40% (discretionary), 0.25% (non-discretionary)
- On the next $17,500,000: 0.25% (discretionary), 0.25% (non-discretionary)
- Above $20,000,000: 0.125% (discretionary), 0.125% (non-discretionary)
For CSCM Model Portfolios, the structurALPHA Options-Based Strategies, Outsourced CIO:
- On the first $1,000,000: 0.40%
- On the next $1,500,000: 0.30%
- On the next $17,500,000: 0.15%
- Above $20,000,000: 0.10%
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