Cliff Sulcer
Cliff Sulcer is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Germantown, TN, with 16 years of industry experience. Cliff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
7628 W. Farmington Blvd, Ste 110, Germantown, TN, 38138-2827
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2019Other Business Activities
Cliff is the managing member of R&C Holdings LLC, a holding entity for agricultural land. He negotiates lease rates as needed, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Southernsun Asset Management LLC
Southernsun Asset Management, INC
Northern Lights Distributors, LLCBroker
State Registrations18 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.