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Clifford Shirah

Cl Wealth Management LLC
25 Years of Experience
Blue Ridge, GA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Clifford Shirah is a registered investment advisor at Cl Wealth Management LLC, based in Blue Ridge, GA, with 25 years of industry experience. Clifford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M in assets under management.

Cl Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,168 clients
Average Client Portfolio
$338K average
Assets Under Management
$733.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

730 E. Second Avenue, Suite 103, Blue Ridge, GA, 30513

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2023
Settled
Regulatory
April 2018
Final
Employment Separation After Allegations
January 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clifford is the president of Appalachian Asset Management, Inc., selling securities and insurance/annuity products, dedicating nearly full-time hours to this. He is also a passive investor in Blue Ladder Development, LLC, and treasurer of FCHS Dugout Club, dedicating minimal time to each. Clifford also owns IV Partners, LLC, holding personal real estate.

Employment History
Current Registrations
Cl Wealth Management LLC
February 2023 - Present · 3 yrs 8 mos
Cabot Lodge Securities LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Sb Advisory, LLC
February 2021 - February 2023 · 2 yrs
Sb Advisory, LLC
January 2018 - December 2020 · 2 yrs 11 mos
Ifs SecuritiesBroker
January 2018 - October 2019 · 1 yr 9 mos
Investment Advisors
September 2007 - January 2018 · 10 yrs 4 mos
Proequities, INC.Broker
September 2007 - January 2018 · 10 yrs 4 mos
Fsc Securities Corporation
February 2004 - September 2007 · 3 yrs 7 mos
Fsc Securities CorporationBroker
August 2003 - September 2007 · 4 yrs 1 mo
Proequities, INC.Broker
May 2003 - August 2003 · 3 mos
Proequities, INC.Broker
November 1996 - December 1998 · 2 yrs 1 mo
State Registrations5 states
GANCOHTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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