Simon Liegel
Simon Liegel is a registered investment advisor at Clf Asset Management, INC., based in Madison, WI, with 18 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 386 clients with $150M 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 | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fee is non-negotiable. At CLF's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
999 Fourier Drive, Suite 301, Madison, WI, 53717
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 ActivitiesSells Insurance
Simon is an independent insurance agent through Capitol Lakes Financial, LLP, where he can earn commissions from insurance product transactions. He also has a founder-level investment in Driftless Extracts LLC, is a director of Natural Materials Technology Accelerator, and a passive member of MEDS Properties, LLC.
Employment History
Current Registrations
Clf Asset Management, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
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.