CR

Clifton Anthony Ross

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Hourly Rate:Up to $500/hr

Fees are negotiable and may differ from client to client based upon services provided, investment strategies utilized, the amount of assets to be managed, portfolio composition, the scope and complexity of the engagement, the anticipated number of meetings and servicing needs, related accounts, anticipated future additional assets, the professional(s) rendering the service(s), prior relationships with Belpointe and/or your Advisor and negotiations with the client. Fees cannot exceed 2.5% annually. Hourly fees shall not exceed $500.00 per hour. Fixed fees are negotiable and shall vary based on the nature and extent of the services agreed to be rendered. A technology fee of $40 is charged annually per account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingRetirees
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Advisor Information

Office location

10900 Wayzata Boulevard Suite 200, Minnetonka, MN, 55305

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Regulatory History (1)
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Regulatory
August 2017
Final
Other Business ActivitiesSells Insurance

Clifton is the owner of American Heritage Group, LLC (dba Guardian Resources), where he focuses on insurance sales and services. This business occupies about three-quarters of Clifton's time.

Employment History
Current Registrations
Belpointe Asset Management LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Guardian Wealth Strategies, LLC
October 2018 - May 2019 · 7 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Clifton Anthony Ross - Financial Advisor | AdvisorDiscover