| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
650 Poydras Street, Suite 1010, New Orleans, LA, 70130-6101
Get directionsNo 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 →Clifford provides advisory services to CDJ Apartments LLC, where he is a non-controlling minority owner with a family relationship. He does not receive compensation for his ownership and is committed to prioritizing his clients' interests.