Clifton Dortch is a registered investment advisor at Balentine, based in Atlanta, GA, with 1 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 468 clients with $5.3B 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 $5.0M | 1.00% |
| $5.0M - $12.5M | 0.75% |
| $12.5M - $22.5M | 0.60% |
| $22.5M - $32.5M | 0.50% |
| $32.5M - $57.5M | 0.40% |
| $57.5M - $82.5M | 0.30% |
| $82.5M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Balentine may consider clients below $5,000,000 with the following fee schedule: - First $2.5 Million: 1.25% - Next $2.5 Million: 0.75% Balentine offers a 20% discount to the above fee schedule for its not-for-profit clients.
Fee Estimator
Location
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326
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Regulatory History (1)
Financial
March 2018Employment History
Current Registrations
Balentine
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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