Charles Clifton is a CFP-designated registered investment advisor at Sycamore Financial Planning, LLC, based in Durham, NC, with 14 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 26 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sycamore Financial Planning offers investment management as part of their Financial Planning Plus and Business services. These services are billed under an annual fixed fee, with a minimum of $3,950 per year, though this may be discounted. The fee covers both ongoing planning and investment management. The annual fee is based on the services provided, the number of investment accounts, the complexity of your situation, any parameters you’ve provided for investment recommendations, and the amount of household investment assets. Fees are billed quarterly in arrears.
Location
1005 Slater Road, Suite 320, Durham, NC, 27703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the President of the board of GPN Alliance, Inc., dedicating a few hours per week to promoting financial advising. He also serves as President of the board of Triangle Collaborative Divorce Professionals, Inc., spending minimal time per month educating about collaborative practice.
Employment History
Current Registrations
Sycamore Financial Planning, LLC
State Registrations5 states
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