Clifford Financial Planning provides customized investment advice and financial planning. Services include asset management, financial planning, and analysis of third-party managed programs. Asset management is non-discretionary, requiring client approval before any changes. Financial planning covers estate, tax, insurance, investment, business continuity, and fringe benefit planning. Clifford Financial Planning also recommends third-party managers.
Assets Under Management$41M
Clients84
Advisors1
Avg. per Client$490K
Avg. per Advisor$41M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Subject to a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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