Perry Clifton
Perry Clifton is a registered investment advisor at Tactive Advisors, LLC, based in Santa Clara, CA, with 32 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,568 clients with $620M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Standard fee schedule for the Advisor Advice package. The automated robo-advisor package charges a flat 0.75% annual fee.
Fee Estimator
Location
Santa Clara, CA
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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 ActivitiesSells Insurance
Perry works as an insurance agent selling fixed, index, life, health, and P&C insurance products since 2009. This takes about half of Perry's time, with a few hours per week during trading hours.
Employment History
Current Registrations
Tactive Advisors, LLC
Previous Registrations
Creativeone Wealth, LLC
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Silicon Valley Securities, INC.Broker
Silicon Valley Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Atlas Securities, INC.Broker
Silicon Valley Securities, INC.
Silicon Valley Securities, INC.Broker
Take Charge FinancialBroker
Bma Financial Services, INC.Broker
Financial Network Investment CorporationBroker
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.
Exams
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