Clifton Dortch is a registered investment advisor at Balentine, based in Atlanta, GA, with 2 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 464 clients with $5.5B 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% |
Not-for-profit clients receive a 20% discount. For accounts below $5 million accepted at the firm's discretion, an alternate schedule applies (1.25% on the first $2.5M, 0.75% on the next $2.5M).
Fee Estimator
Location
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326
Get directionsHistory
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
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
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