| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances.
Phoenix, AZ
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Clinton owns CLC Tax, LLC, through which he operates a tax return preparation business, spending a few hours per week on this activity. He also provides AML audits for unaffiliated firms, dedicating minimal time to this investment-related activity.