Clifton Coger
Clifton Coger is a registered investment advisor at Sovereign Global Advisors, LLC, based in N Chesterfield, VA, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 11 clients with $3.6M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
601 Turner Rd, N Chesterfield, VA, 23225
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2000Other Business Activities
Clifton is involved in accounting, tax, and financial services through Financial Consulting Group, taking about 60-75% of his time. He also owns real estate rental properties and is the president of a home healthcare services company, dedicating minimal time to the latter.
Employment History
Current Registrations
Sovereign Global Advisors, LLC
Sovereign Global Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investacorp, INC.Broker
Centaurus Financial, 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.