Clifford Shirah
Clifford Shirah is a registered investment advisor at Cl Wealth Management LLC, based in Blue Ridge, GA, with 24 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, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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 | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
730 E. Second Avenue, Suite 103, Blue Ridge, GA, 30513
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2023Regulatory
April 2018Employment Separation After Allegations
January 2018Other 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
Cabot Lodge Securities LLCBroker
Previous Registrations
Sb Advisory, LLC
Sb Advisory, LLC
Ifs SecuritiesBroker
Investment Advisors
Proequities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Proequities, INC.Broker
Proequities, INC.Broker
State Registrations5 states
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.