Cliff Duester
Cliff Duester is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in New York, NY, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
30 Vesey St, 9th Floor, New York, NY, 10007
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Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Cliff is an agent and founder of Private Label Wealth Management, an insurance brokerage, since 2023. He dedicates about a quarter of his time to insurance sales and service, including Penn Mutual Life products.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Andina Capital Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations29 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.