Dwon Clifton
Dwon Clifton is a registered investment advisor at Timeless Wealth Management, based in Raleigh, NC, with 8 years of industry experience. Dwon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Insurance Planning, Real Estate Investing, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1215 Jones Franklin Rd, Suite 201, Raleigh, NC, 27606
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2015Other Business ActivitiesSells Insurance
Dwon is the owner/manager of SWAP Sports, a youth sports program, and a program director/head coach at St. Raphael Catholic School. Dwon is also an insurance agent for Team Timeless Enterprises, LLC dba Timeless Insurance Solutions, spending a few hours per week on each activity.
Employment History
Current Registrations
Gradient Investments, LLC
Timeless Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.