Clifford Straub
Clifford Straub is a CFP-designated registered investment advisor at Lifestyle Financial Strategies, LLC, based in Middletown, CT, with 19 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 2 more. Their firm serves 30 clients with $25M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Location
100 Riverview Center, Suite 316, Middletown, CT, 06457
Get directionsHistory
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 trustee for the Middletown Rotary Club Scholarship Trust since 2011, overseeing the scholarship endowment account, dedicating minimal time. He also serves on the board of directors, executive committee, finance committee, and investment committee for the Middlesex United Way since 2005, spending minimal time.
Employment History
Current Registrations
Lifestyle Financial Strategies, LLC
Previous Registrations
Wrp Investments, INC.
State Registrations1 state
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