Clifton Rutherford
Clifton Rutherford is a PFS-designated registered investment advisor at R & J Financial Partners, LLC, based in Winchester, VA, with 18 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 29 clients with $64M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be reduced for immediate family members of R & J Financial Partners' members and employees of Rutherford & Johnson, P.C. and R & J Financial Partners.
Fee Estimator
Location
116 Medical Circle, Winchester, VA, 22601
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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
Clifton owns Rutherford & Johnson, P.C., an unaffiliated CPA firm, dedicating nearly all of his time to tax preparation and planning. He also holds interests in several commercial real estate rental partnerships and properties, but spends minimal time on these ventures.
Employment History
Current Registrations
R & J Financial Partners, LLC
Previous Registrations
Verus Financial Partners
State Registrations1 state
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