CR

Clifford Anderson Rutledge

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
250 clients
Average Client Portfolio
$732K average
Assets Under Management
$183.0M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$1,000 - $5,000
Hourly Rate:$150 - $250/hr

Fees are based on assets under management (AUM) or a fixed dollar amount, as negotiated. The maximum annual fee for WealthTrust DBS Strategies is 1.25%. Discretionary accounts have a maximum AUM fee of 1.25%, while non-discretionary accounts have a maximum of 1.55%. Fees may be negotiable. Financial planning fees range from $150-$250 hourly or a flat fee of $1,000-$5,000. Retirement plan advisory services are negotiated. Consulting services for wealth management are charged at 1% of assets.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

4458 Legendary Dr., Suite 140, Destin, FL, 32541

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2018
Pending
Regulatory
May 2012
Final
Regulatory
April 2008
Final
Customer Dispute
March 2008
Settled
Customer Dispute
April 1997
Settled
Other Business Activities

Clifford owns rental property in Santa Rosa Beach, FL, since 2016, but spends no time on it. He also does business as Duncan McHugh Investments to market his registered investment advisor services since 2018.

Employment History
Current Registrations
Wealthtrust Asset Management, LLC
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2012 - December 2016 · 4 yrs
Wells Fargo Advisors Broker
December 2012 - December 2016 · 4 yrs
Morgan Keegan & Company, INC.Broker
February 2009 - December 2012 · 3 yrs 10 mos
Morgan Keegan & Company, INC.
February 2009 - December 2012 · 3 yrs 10 mos
UBS Financial Services INC.
January 2007 - March 2009 · 2 yrs 2 mos
UBS Financial Services INC. Broker
November 2006 - March 2009 · 2 yrs 4 mos
Morgan Keegan & Company, INC.Broker
September 1999 - November 2006 · 7 yrs 2 mos
Eq Financial Consultants, INC. Broker
April 1993 - September 1999 · 6 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - September 1999 · 6 yrs 5 mos
The Biedenharn Investment Group, INC.Broker
March 1991 - March 1993 · 2 yrs
Dean Witter Reynolds INC.Broker
July 1989 - September 1990 · 1 yr 2 mos
Equico Securities, INC. Broker
June 1988 - July 1989 · 1 yr 1 mo
The Equitable Life Assurance Society of the United StatesBroker
May 1988 - July 1989 · 1 yr 2 mos
American Express Financial Advisors INC. Broker
February 1988 - June 1988 · 4 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.
Clifford Anderson Rutledge - Financial Advisor | AdvisorDiscover