CLOYD CAPITAL
Financial Planning for Everyone
What We Offer
Cloyd Capital offers personalized, transparent financial planning for individuals at all stages of life, not just the wealthy. Our fee model is designed for everyone, so you don’t need a large portfolio to access fair and transparent pricing. No sales or commissions, just honest financial guidance.
Whether you're just starting out or planning your retirement, you're in the right place.
What Sets Us Apart
Transparent, Fair Fees
Built for the everyday investor.
Personalized Financial Guidance
Tailored to your goals and lifestyle.
Open to Everyone
No asset minimums or exclusivity.
Keep More of Your Money
Most financial advisors build their fee structures for the wealthy, starting around 1% and keeping rates high until portfolios reach $500,000 or even $1 million. That means everyday investors end up paying premium prices and your costs rise exponentially.
As an independent advisor, we do not share our revenue with a large firm. This allows us to pass those savings directly to our clients. Our fees start lower and decrease sooner, giving the average investor access to fair, transparent pricing without needing a large account balance. This approach helps more of your money stay invested and working toward your long-term goals.
Cloyd Capital vs. Traditional fees*
*An average investor is assumed to be a 35 year old with $100k to invest, making $60k annually, contributing 10% of their salary to retirement, and getting a 5% employer match. Traditional fees used are covered on Pricing page.
