Claire Thornton is a CFP-designated registered investment advisor at Avise Financial, based in Scottsdale, AZ, with 9 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
Location
Scottsdale, AZ
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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.
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Claire volunteers with the Orange County Financial Planning Association (FPA) chapter, leading the programs committee and providing pro bono financial planning and education. She dedicates minimal time to pro bono advice through meetings and webinars.
Employment History
Current Registrations
Avise Financial
Previous Registrations
Apella Wealth
Inspired Financial
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
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.