Clifford Kolson
Clifford Kolson is a registered investment advisor at DBA Generational Wealth Strategies, based in Irvine, CA, with 28 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 58 clients with $52M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10M+ | 0.65% |
A minimum of $1,000,000 of assets under management is required for this service and the minimum fee is $1,000.00 per month. This account size may be negotiable under certain circumstances.
Fee Estimator
Location
2 Venture, Suite 460, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2012Customer Dispute
June 2010Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Clifford is an insurance agent, dedicating about a quarter of his time to this activity. He is also a California real estate broker, but spends minimal time on this and owns 100% of the business.
Employment History
Current Registrations
DBA Generational Wealth Strategies
Previous Registrations
Next Financial Group, INC.
Private Consulting Group, INC.
State Registrations1 state
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.