Clifford Marstiller
Clifford Marstiller is a CFP-designated registered investment advisor at Westminster Financial Advisory CORP, based in Elkins, WV, with 41 years of industry experience. Clifford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,029 clients with $1.4B 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 | 2.50% |
The annual advisory fee is negotiable and will not exceed 2.5% of the managed account value.
Fee Estimator
Location
102 South Randolph Avenue, Elkins, WV, 26241
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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 Activities
Clifford is a Vice President at Innovative Investments and receives W-2 income. He is also an industry arbitrator for FINRA dispute resolution, receiving 1099 income, and a 1/3 owner of W.H Mint, LLC, a company formed to own and manage rental real estate, and owns a duplex apartment house.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Previous Registrations
Secwest Securities, INC.Broker
Thomas M. Nixon & Associates, INC.Broker
Managed Investments, INC.Broker
State Registrations7 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.
Exams
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