Clifford Financial Planning offers personalized asset management, financial planning, and recommendations for third-party managers. Clifford Financial Planning designs long-term investment portfolios primarily using mutual funds, stocks, bonds, and exchange-traded funds on a non-discretionary basis. Financial planning services cover areas such as estate planning, income tax planning, insurance planning, and investment planning. The firm primarily serves individuals, high net worth individuals, and pension and profit-sharing plans.
Assets Under Management$43M
Clients127
Advisors1
Avg. per Client$340K
Avg. per Advisor$43M
www.cliffordfinancialplanning.com ·www.instagram.com/cliffordfinancialplanning ·www.facebook.com/cliffordfinancialplanning
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are subject to a minimum annual fee of $5,000. Fees are negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...