Clifton Myers Financial Advisory manages investment accounts, primarily using exchange-traded funds but may use other investments. The firm uses economic models and technical analysis to determine investment choices. Clifton Myers may also sell life insurance and is a tax planner and preparer.
Assets Under Management$2.2M
Clients18
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...