Clifford Haugen is a CFA-designated registered investment advisor at Blbb Advisors, based in Montgomeryville, PA, with 24 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,515 clients with $2.7B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Less 15% for charitable clients. Investment management fees for qualified retirement plan clients are generally charged at an annual rate of 0.50% but can vary based on the size and complexity of the plan. The highest fee rate currently in effect is 1.50%.
Fee Estimator
Location
103 Montgomery Avenue, Montgomeryville, PA, 18936
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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
Clifford is a general partner in Haugen Agro, LLLP since 2004 and co-trustee on several trusts since 2017, dedicating minimal time to the latter. He also serves as a trustee and member of various board committees for Silver Springs/Martin Luther School, spending minimal time and receiving no compensation.
Employment History
Current Registrations
Blbb Advisors
Previous Registrations
Burke, Lawton, Brewer & Burke, LLCBroker
Walnut Asset Management LLC
Rutherford, Brown & Catherwood, LLCBroker
State Registrations1 state
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