The Clifford Group offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy using ETFs, mutual funds, individual stocks, and bonds. The Clifford Group acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
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.