Clifford Mctee is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Austin, TX, with 40 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
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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 owns a rental condo since 2004, dedicates minimal time to operating a family ranch since 1970, and is a general contractor for Ford Build LLC, taking about a quarter of his time. He also serves as an arbitrator for FINRA, is a director for McTee L7 Ranch LTD, and works as a registered representative for USCA Securities, LLC and a financial advisor for USCWA, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Arax Advisory Partners
Usca Securities LLCBroker
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Usca RIA LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 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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