Dwon Clifton
Dwon Clifton is a registered investment advisor at Gradient Investments, LLC, 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 Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
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.
Exams
More Advisors
- Paul HowlandGradient Investments, LLC
- Stuart Strickland, CFPWells Fargo Advisors
- Michael Venter, CFAStrategic Advisers LLC
- Ted Laporte, CFPWells Fargo Advisors
- Teresa Yent, ChFCUSA Financial Securities LLC
- Joseph Aulisi, CFPFoundry Financial LLC