Clifford Mintz
Clifford Mintz is a registered investment advisor at Freegulliver, LLC, based in New Orleans, LA, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 333 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The above represents the Firm's standard blended fee schedule and may be subject to change. Tracked Assets Only fee is 0.10% and is not in addition to AUM fees.
Fee Estimator
Location
5500 Laurel Street, New Orleans, LA, 70115
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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 Activities
Clifford is a trustee of family-related trusts, spending a few hours per week on this activity. He is also a partner in Sweet Nola LLC, a retail food service business, dedicating minimal time to it.
Employment History
Current Registrations
Freegulliver, LLC
State Registrations2 states
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