Allan Nichols is a CFA-designated registered investment advisor at Clifford Capital Partners, LLC, based in Alpine, UT, with 4 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 201 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lone Peak Global Investors' fees for investment management are individually negotiated and can be up to 1.10% of the value of your portfolio. The minimum account size is $5 million. Fees are generally paid quarterly, based on the portfolio value at the end of the quarter. Fees may be lower for accounts pursuant to other consulting or sub-advisory arrangements.
Location
363 S. Main Street, Suite #101, Alpine, UT, 84004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allan has owned Nichols Properties since 2011, which owns a rental property in Salt Lake City. He spends a few hours per week on this business.
Employment History
Current Registrations
Clifford Capital Partners, LLC
State Registrations1 state
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