Assets Under Management
$8.0M
Number of Clients
60
Number of Advisors
2
Average Client AUM
$133K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)
Clout Inc. Advisors offers investment management using a bottom-up value approach, seeking special situations and turnaround candidates. They also provide financial plans tailored to individual client needs, covering investments, insurance, taxes, and estate planning. Services are based on client's financial situation and investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be discounted but will never be higher. A minimum annual fee of $50 applies, but in no case would the fee exceed 2% per year.
4890 E Scarlett St, Tucson, AZ, 85711