Cleveralpha
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About
CleverAlpha provides discretionary investment management primarily through an interactive digital platform (a robo-advisor), offering a standard algorithmic service and an optional premium AI-based tax-optimization tier. The firm serves individual and high-net-worth clients and also accepts corporations, other investment adviser clients, and banking or thrift institution clients.
Portfolios are built using quantitative models (including a CAPM/Black-Litterman framework) and are implemented mainly with ETFs, with continuous algorithmic monitoring and automated rebalancing; the premium service applies an AI-driven relative tax-burden scoring process for asset location while limiting AI use to decision support and requiring human review. The firm participates in a wrap fee program and directs custody to a designated custodian, with fee-deduction and custodial reporting handled through that relationship.
Noteworthy operational features include an internet-first delivery model, explicit controls to anonymize data and prevent PII from being sent to large language models, and integrations with payment processors for account funding and fee collection. CleverAlpha also does not vote proxies on clients’ behalf, leaving proxy materials and shareholder voting responsibility with clients.
Client services
Expertise
Fee options
$0 - $5,000: $1.00 per month (flat fee) $5,001 - null: 0.25% per annum for Digital Service $0 - null: Up to 0.50% per annum for Premium Service (AITax-Optimization)
Minimum fee: $1.00 per month for accounts $0 to $5,000 in Digital Service Fee-only: Management fees charged monthly based on account value; no commissions
Main office
5155 West Rosecrans Avenue, Suite 320 A
Hawthorne CA 90250
Advisors at this office
1
Most active in
California
Also doing business as
Cleveralpha · Cleveralpha Asset Management, LLC
Disclosures
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Other specialized services
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