Roger Hill is a registered investment advisor at Clifford Capital Partners, LLC, based in Alpine, UT, with 26 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 201 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lone Peak Global Investors' fees for investment management are individually negotiated and can be up to 1.10% of the value of your portfolio. The minimum account size is $5 million. Fees are generally paid quarterly, based on the portfolio value at the end of the quarter. Fees may be lower for accounts pursuant to other consulting or sub-advisory arrangements.
Location
363 S. Main Street, Suite #101, Alpine, UT, 84004
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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.
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Roger is a Managing Director at Clifford Capital Partners, LLC, an institutional investment management firm, where he leads sales, marketing, and distribution. He dedicates full-time hours to this role.
Employment History
Current Registrations
Clifford Capital Partners, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
First Dominion Capital CORP.Broker
William Blair & Company L.L.C.
William BlairBroker
Alps Distributors, INC.Broker
Wasatch Advisors INC
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.