Clifton Hunter
Clifton Hunter is a registered investment advisor at Financial Strategies Wealth Management LLC, based in Fairhope, AL, with 26 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $24M 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 $3.0M | 1.50% |
| $3.0M - $10.0M | 1.40% |
| $10M+ | 1.30% |
Fees are charged in arrears on a quarterly basis. FSWM has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
Fairhope, AL
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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
Clifton is the president of a CPA firm, preparing individual and business tax returns since 2004. This takes nearly full-time hours.
Employment History
Current Registrations
Financial Strategies Wealth Management LLC
Previous Registrations
L&l Financial Services, LLP
State Registrations1 state
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