Clifton Myers
Clifton Myers is a registered investment advisor at Clifton Myers Financial Advisory, based in Round Rock, TX, with 32 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $2.2M 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 | 1.50% |
Fee Estimator
Location
208 W. Bagdad Ave., Suite 5, Round Rock, TX, 78664
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Clifton provides tax preparation services as the owner of his practice, dedicating about 10-20% of his time during tax season. He is also a 50% owner and officer in Kaleidoscope Toys, Inc., but has no duties or activity in the company.
Employment History
Current Registrations
Clifton Myers Financial Advisory
Previous Registrations
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
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.