Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Minimum quarterly fee of $2,500 for Full Service Financial Planning. Wealth Express is available for clients with less than $400,000 AUM, with a minimum quarterly fee of $1,000.
Fee Estimator
The firm offers two main service levels: Full Service Financial Planning and Wealth Express. Full Service Financial Planning fees are based on a percentage of assets under management, subject to a minimum quarterly fee of $2,500. Wealth Express, for clients with less than $400,000, also charges a percentage of AUM, with a $1,000 minimum quarterly fee. Stand-alone financial planning and consulting services are available at negotiated fixed fees (ranging from $500 to $50,000 or more) or hourly rates ($150 to $1,000 per hour). Fees are negotiable and may vary based on factors like the advisor assigned, anticipated future earnings, and the amount of assets managed.
Areas of Practice
Advisor Information
Office location
4371 Hwy 17 #201, Fleming Island, FL, 32003
Get directionsRegulatory History (1)
Criminal
April 1991Other Business Activities
Clifford operates Peak Alpha Wealth Management, LLC as a DBA for financial services, dedicating full-time hours to it. He is also a real estate agent, spending minimal time referring clients, and owns Institutional Equity Solutions, LLC, used to receive compensation.