Wayne Pierson is a CFA-designated registered investment advisor at Clifford Capital Partners, LLC, based in Alpine, UT, with 15 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 201 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lone Peak Global Investors' fees for investment management are individually negotiated and can be up to 1.10% of the value of your portfolio. The minimum account size is $5 million. Fees are generally paid quarterly, based on the portfolio value at the end of the quarter. Fees may be lower for accounts pursuant to other consulting or sub-advisory arrangements.
Location
363 S. Main Street, Suite #101, Alpine, UT, 84004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is the president of Acorn Investors, LLC, spending minimal time per month. He is also the board chair of M Fund, Inc. and serves on the investment committee of Cascade Pacific Council Boy Scouts of America, dedicating minimal time to each.
Employment History
Current Registrations
Clifford Capital Partners, LLC
State Registrations1 state
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