What exactly is Active Asset Management?
Will you help select the investments inside my employer sponsored plan?
How does CloudVestors compare to other financial companies?
Four primary areas where we differentiate ourselves from the competition:
- Fiduciary relationship that keeps your best interests first. We are incentivized to deliver performance and value, not by selling proprietary products.
- Active Management that includes a multiple team approach represented by the top firms in the country: BlackRock, Morningstar, Cabana, FIA and more.
- Focused Financial Planning that goes much deeper than the Robo Advisor. While our competition creates a plan from an elementary questionnaire, your CloudVestors team takes the time to invest in the relationship, similar to the local advisor.
- Affordable fees that reduce the national average cost by 30% – 40%.
What are your fees and how does pricing work?
As a fiduciary advisor, we work on a fee base relation. The following fee is inclusive of Advisor Fee, Portfolio Expense and Transaction cost.
- $50K – $500K = .95%
- $501K – $1.5M = .9%
- $1.5M – $3M = .85%
- $3M – $5M = .8%
- $5M+ = Let’s Talk
Is there a contract or a time commitment to work with CloudVestors?
What investments do you offer?
Will I have a dedicated advisor or just a 1-800 call center rep?
Not just a dedicated advisor, but an entire advisory team. Each CloudVestors team is structured as follows:
- Senior Financial Strategist
- Support Strategist
- Executive Assistant
- Technology Specialist