Clifford Veach is a PFS-designated registered investment advisor at Veach Family Financial, based in North Little Rock, AR, with 29 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 195 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
All fees are negotiable. Minimum annual fee is $2,000.
Fee Estimator
Location
8412 Counts Massie Road, North Little Rock, AR, 72113
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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 100% of Independent Tax Services, Inc., a CPA firm, and 16.66% of Craft Veach Business Center, a professional building leasing office space. He is also dually registered with Applied Capital, LLC as an investment advisor.
Employment History
Current Registrations
Veach Family Financial
Previous Registrations
Applied Capital LLC
State Registrations2 states
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