Cliff C Loh

CFP

9 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Aspiriant, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

72 advisors

Number of Clients

2,227 clients

Average Client Portfolio

$7.0M average

Assets Under Management

$15.5B

Fee Structure

Minimum Investment:$1.5M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$14,000

Location

2570 W. El Camino Real, Suite 520, Mountain View, CA, 94040

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Aspiriant, LLC

June 2018 - Present · 7 yrs 8 mos

Previous Registrations

Stanford Investment Group, INC.

January 2016 - March 2017 · 1 yr 2 mos

Financial Engines Advisors LLC

December 2007 - February 2009 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.