Portfolio Management

A New Standard of Portfolio Management

A managed account is an investment account that is owned by an individual investor and overseen by a hired professional money manager. Managed accounts are personalized investment portfolios tailored to the specific needs of the account holder. A managed account may hold assets, cash or alternative investments for the benefit of the client. With signed documentation the manager may buy and sell assets without the client’s prior approval, as long as the manager acts according to the client’s objectives. Because a managed account involves fiduciary duty, the manager must act in the best interest of the client, or potentially face civil or criminal penalties.

Here at Clover Leaf Financial LLC, we believe in transparency. So to keep with that, here is our fee schedule.

Total Assets Under Management Annual Fee
$10,000 - $500,0001.25%
$500,000.01 - $1,000,0001.00%
1,000,000.01 - AND UP

*Managed account options start at $10,000. For brokerage and digital options with lower minimums please view the following resources.

Have a Question?

Thank you!