Cloud Capital LLC
Assets Under Management
$410.9M
Number of Clients
44
Number of Advisors
1
Average Client AUM
$9.3M
AUM per Advisor
$410.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cloud Capital provides tailored investment advisory services to separately managed accounts, 401k and defined benefit plans, and collective funds. Investment advisory services are delivered from a fully discretionary perspective.
Fee Structure
Cloud Capital generally charges clients between 0.1% and 3.0% annually based on assets under management, the size of the account, and services provided. Fees are negotiable. Cloud Capital may also provide investment advisory services for a fixed fee or on an hourly basis. Clients also pay third-party fees such as mutual fund expenses, custodian fees, and brokerage expenses.
Areas of Practice
Location
DE, United States