Ryan Carragher is a registered investment advisor at The Clifford Group LLC, based in Wayland, MA, with 1 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Clifford Group's wealth management fees range from 0.75% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at the Advisor's discretion. The fees include normal securities transaction costs.
Location
321 Commonwealth Road, Suite 103, Wayland, MA, 01778
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Clifford Group LLC
State Registrations1 state
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