Timothy Clifford
Timothy Clifford is a CFP-designated registered investment advisor at Core Wealth Consultants, LLC, based in Winter Garden, FL, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 85 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Minimum quarterly charge of $100.
Fee Estimator
Location
Winter Garden, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an independent licensed insurance agent since 2013. This activity takes about 10% of his time.
Employment History
Current Registrations
Core Wealth Consultants, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.