SEC CRD #801-117634
CleverAlpha Asset Management Delivered Digitally Products Automated Investing Asset Location AI Portfolio Insights Allocation Model Trump Accounts Tools Learn Answer Hub FAQs Retirement Planner Social Security Analyzer 529 College Savings Trump Account Calculator Company About Schedule a Call Disclosures Get Started Automated Wealth Management Asset Management. Digital Delivery. CleverAlpha builds and manages diversified ETF portfolios using rules-based, diversified investment methodology for a fraction of what traditional advisors charge. Start Investing How It Works Why CleverAlpha Built on three commitments Every decision we make from fee structure to portfolio construction flows from these principles. Systematic, Not Speculative Rules-based portfolio construction grounded in decades of academic research. No gut calls. No market timing. Just consistent, disciplined execution. Focused on Low Fees 25 basis points per year period. No trading commissions, no hidden wrap fees, no account-opening minimum. Accounts below $5,000 are subject to a $1/month minimum advisory fee. More of your money stays invested. Fiduciary, Always As an SEC-registered investment advisor, we are legally required to act in your best interest. Not sometimes. Not when it's convenient. Always. When providing investment advisory services through CleverAlpha Asset Management, LLC, we act as a fiduciary and are required to act in clients' best interest. Please review our Form ADV for services, fees, and conf
RICHARD CABANES
CHIEF COMPLIANCE OFFICER
๐ (310) 293-7837
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AUM
$28M
Check Size
$2Mโ$2M
Location
HAWTHORNE, CA
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