Clifford Hodgman
Clifford Hodgman is a registered investment advisor at Oppenheimer & CO. INC., based in Portage, MI, with 25 years of industry experience. Clifford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B 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 | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
950 Trade Centre Way, Suite 120, Portage, MI, 49002
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Clifford is the founder and chairman of the Hodgman Tennis Academy, a non-profit organization focused on training and mentoring children in tennis. He plans to dedicate about 15 hours a week to the academy, overseeing operations and programs.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 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.
Exams
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