Gregory Clifford
Gregory Clifford is a registered investment advisor at The Clifford Group LLC, based in Wayland, MA, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Clifford Group's wealth management fees range from 0.75% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at the Advisor's discretion. The fees include normal securities transaction costs.
Location
321 Commonwealth Road, Suite 103, Wayland, MA, 01778
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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 ActivitiesSells Insurance
Gregory is appointed with multiple carriers to provide fixed insurance for clients' financial planning needs, dedicating about 10-20% of his time to this. He also owns rental property, spending minimal time maintaining it.
Employment History
Current Registrations
The Clifford Group LLC
Previous Registrations
Triad Advisors LLCBroker
Newedge Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.