Clifford Fowler
Clifford Fowler is a PFS-designated registered investment advisor at Life Advisors Financial Planning and Wealth Management, LLC, based in Munfordville, KY, with 16 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 74 clients with $12M 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 $50K | 2.00% |
| $50K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
110 East Union Street, Munfordville, KY, 42765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clifford is a managing partner/CPA at Fowler Durham CPAs & Advisors, PLLC (part-time since January 2021, minimal time commitment) and was full-time from January 2002 to December 2020. He also owns a rental office building and works as a certified public accountant at Green River Accounting & Tax Solutions, dedicating about 10-20% of his time to this position.
Employment History
Current Registrations
Life Advisors Financial Planning and Wealth Management, LLC
State Registrations2 states
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