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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
CL Wealth Management's fee for portfolio advisory services is based on a percentage of assets under management, and all fees are negotiated between the advisor and the client. The following rates are a guide: 2.25% for $25,000 - $100,000, 2.00% for $100,000 - $250,000, 1.75% for $250,000 - $500,000, 1.50% for $500,000 - $1,000,000, and 1.25% for $1,000,000 - $2,000,000. Fees for assets over $2,000,000 are negotiable. The firm generally requires a minimum of $25,000 to open and maintain an advisory account, but this may be waived. Financial planning and consulting fees are $350 per hour, with flat fees up to $5,000 in some cases.
Areas of Practice
Advisor Information
Office location
730 E. Second Avenue, Suite 103, Blue Ridge, GA, 30513
Get directionsRegulatory History (3)
Customer Dispute
May 2023Regulatory
April 2018Employment Separation After Allegations
January 2018Other Business ActivitiesSells Insurance
Clifford is the president of Appalachian Asset Management, Inc., selling securities and insurance/annuity products, dedicating nearly full-time hours to this. He is also a passive investor in Blue Ladder Development, LLC, and treasurer of FCHS Dugout Club, dedicating minimal time to each. Clifford also owns IV Partners, LLC, holding personal real estate.