Clifford Deck
Clifford Deck is a CFP-designated registered investment advisor at Blue Chip Financial Advisors, LLC, based in Bonita Springs, FL, with 26 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, High Net Worth, Investment Management, and 2 more. Their firm serves 178 clients with $100M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation and may be lower based on individual circumstances.
Fee Estimator
Location
Bonita Springs, FL
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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 50% partner in D&D Real Estate Investments, which owns a .25% share of Rumford Centers Partners LLC, a commercial and residential real estate entity. This passive investment takes about half of Clifford's time.
Employment History
Current Registrations
Blue Chip Financial Advisors, LLC
State Registrations3 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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