Clinton Snead is a CFA-designated registered investment advisor at Box Financial Advisors, LLC, based in Grapevine, TX, with 23 years of industry experience. Clinton 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, High Net Worth, and 4 more. Their firm serves 235 clients with $97M 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 $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable. BFA recommends clients have at least $500,000 of assets under their management to best leverage their services. When clients use both investment management and financial planning services, a minimum fee of $2,500 will apply.
Fee Estimator
Location
1600 W Northwest Hwy, Suite 300, Grapevine, TX, 76051
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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
Clinton is a managing member of Lasting Legacy, LLC, a private investment holding company, since 2014. He dedicates minimal time to basic business operations and investment management for this company.
Employment History
Current Registrations
Box Financial Advisors, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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