Clout INC. Advisors
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)
About This Firm
Clout Inc. Advisors offers investment management using a bottom-up value approach, financial planning, and business consultations. They tailor services to individual client needs, considering financial situations and investment objectives. The firm manages assets on a discretionary basis and provides regular account reviews and reports.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management, as detailed in the fee table. For smaller accounts, there's a minimum annual fee of $50.00, which may increase the percentage paid to over 1% but will not exceed 2% per year. These fees cover advisory services only and don't include transaction fees charged by the custodian. IA Reps may also receive commissions from the sale of securities and insurance products, but they do not double-dip.
Areas of Practice
Location
4890 E Scarlett St, Tucson, AZ, 85711