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 $1.0M | 1.15% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, billed quarterly in advance. Wealth advisory fees for private placements range from 0.70% to 1.85% initially and 0.15% to 0.70% ongoing. Financial consulting fees are fixed, ranging from $5,000 to $100,000, or $300/hour. A minimum of $500,000 is generally required to open an advisory account, but this may be waived.
Areas of Practice
Advisor Information
Office location
650 Poydras Street, Suite 1010, New Orleans, LA, 70130-6101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Clifford provides advisory services to CDJ Apartments LLC, where he is a non-controlling minority owner with a family relationship. He does not receive compensation for his ownership and is committed to prioritizing his clients' interests.