Clifford Mctee is a CFP-designated registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 39 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Clifford owns a rental condo since 2004, dedicates minimal time to operating a family ranch since 1970, and is a general contractor for Ford Build LLC, taking about a quarter of his time. He also serves as an arbitrator for FINRA, is a director for McTee L7 Ranch LTD, and works as a registered representative for USCA Securities, LLC and a financial advisor for USCWA, LLC, dedicating minimal time to each.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Previous Registrations
Usca RIA LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
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