Steven Clifford is a CFP-designated registered investment advisor at Harvest Advisors, LLC, based in Canton, OH, with 18 years of industry experience. Steven 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 112 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvest Advisors charges a percentage of the value of your portfolio, billed quarterly. The annual fee schedule is up to 2%. Special investment services, including financial planning, may be provided for a negotiated fee in addition to the portfolio management fee. Fees are exclusive of brokerage commissions and other third-party costs.
Location
4942 Higbee Ave Nw, Suite A, Canton, OH, 44718
Get directionsHistory
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 Activities
Steven owns Clifford & Associates, providing tax preparation, planning, accounting, and payroll services since 1989. During tax season, this requires nearly full-time hours, while a few hours per day are dedicated to market and investment-related functions.
Employment History
Current Registrations
Harvest Advisors, LLC
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.