Clifford Athey is a registered investment advisor at Marathon Capital Management, based in Hunt Valley, MD, with 12 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 286 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
4 North Park Drive, Suite 106, Hunt Valley, MD, 21030-1806
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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 →Employment History
Current Registrations
Marathon Capital Management
Previous Registrations
Legg Mason Wood Walker INC
State Registrations1 state
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