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Clifford Short

13 Years of Experience
Wilmington, DE
1 Disclosure

Clifford Short is a registered investment advisor at Ashford Capital Management INC, based in Wilmington, DE, with 13 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 92 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
92 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$965.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.95%
$50.0M - $100.0M0.90%
$100M+0.85%

Fee schedule is for Small Company Growth and Long-Term Durable Growth Separate Accounts. Fees are negotiable under certain circumstances. Asset Allocation Program has a different fee structure: 0.70% for existing group relationship, 0.85% on the first $10 million and 0.55% on the balance over $10 million for accounts outside of this relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Walkers Mill Road, Wilmington, DE, 19807-2317

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History

Regulatory History (1)
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Customer Dispute
December 2005
Settled
Employment History
Current Registrations
Ashford Capital Management INC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2011 · 2 yrs 3 mos
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
November 2007 - June 2008 · 7 mos
Ifmg Securities, INC.
July 2004 - June 2006 · 1 yr 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - March 2003 · 9 mos
State Registrations1 state
DE
Advisor

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
No exam information available for this advisor.