Clifton Hume
Clifton Hume is a registered investment advisor at Eastsound Capital Advisors, LLC, based in Eastsound, WA, with 25 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
Eastsound, WA
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Regulatory History (1)
Criminal
February 2016Other Business Activities
Clifton provides advisory services under the DBA Western Financial, LLC.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
Previous Registrations
Sowell Management
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
First National Capital Markets, INC.
First National Capital MarketsBroker
Primevest Financial Services, INC.Broker
Rushmore Securities CorporationBroker
Gemisys Securities 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.