Clifford Robison
Clifford Robison is a CFP-designated registered investment advisor at Fai Advisors, INC., based in Farmington Hills, MI, with 28 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 521 clients with $300M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
27500 Drake Rd., Suite 110, Farmington Hills, MI, 48331
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 ActivitiesSells Insurance
Clifford manages real estate property owned by his father and ensures sound business practices for several LLCs. He also sells life insurance and fixed annuity products and is a board member of Big Rapids Land Development Corp, dedicating minimal time to this role.
Employment History
Current Registrations
Fai Advisors, INC.
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Charter One Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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