Cliff Demarest is a registered investment advisor at Consilium Wealth Advisory, LLC, based in Frisco, TX, with 13 years of industry experience. Cliff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $400M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts over $25,000,000. Consilium Core, a customized portfolio, has an additional fee of 1.00% on top of the management fee.
Fee Estimator
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Consilium Wealth Advisory, LLC
State Registrations1 state
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