Clifton Millan
Clifton Millan is a registered investment advisor at White Wing Wealth Management, LLC, based in The Woodlands, TX, with 20 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 151 clients with $180M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable.
Fee Estimator
Location
10001 Woodloch Forest Drive, Suite 515, The Woodlands, TX, 77380
Get directionsHistory
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
Clifton owns rental property, spending minimal time on it each month. He receives no compensation for this activity.
Employment History
Current Registrations
White Wing Wealth Management, LLC
Previous Registrations
Investment Professionals, INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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.