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