Clifton Horner
Clifton Horner is a registered investment advisor at Wealthspire Retirement Advisory, based in Aliso Viejo, CA, with 19 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (3)
Criminal
April 1995Criminal
December 1994Criminal
September 1994Other Business Activities
Clifton is a 100% owner of Bluff Coin, LLC, a cryptocurrency mining business, and a 50% owner of Rent Estate Investment LLC, which focuses on rental properties and house flipping. Clifton spends about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Wealthspire Capital, LLCBroker
Wealthspire Advisors
Baker Tilly Capital, LLCBroker
State Registrations6 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.