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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 108 clients with $33M 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 $250K | 2.00% |
| $250K - $500K | 1.82% |
| $500K - $750K | 1.53% |
| $750K - $1.0M | 1.42% |
| $1.0M - $1.3M | 1.30% |
| $1.3M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.14% |
| $2.0M - $2.5M | 1.05% |
| $2.5M+ | 1.00% |
Fees are charged quarterly in advance based on market value as of the last day of the preceding quarter.
Fee Estimator
Location
4150 Belden Village St NW #601, Canton, OH, 44718
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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.
Exams
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