Clifford Capital Partners, LLC

CRD#153956
Investment Advisor Firm

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Overview

Clifford Capital Partners, LLC operates as an advisory company headquartered in Alpine, Utah. Clifford Capital Partners, LLC controls $342.2 million in total assets across 193 client accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small group, including 4 financial advisors. Clifford Capital Partners, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.

Clifford Capital Partners, LLC manages all of its client assets on a discretionary basis. Discretionary management means that transaction decisions are made by an investment advisor without requiring client consent. The advisory firm manages roughly $1.8 million for each client account. The typical advisor at Clifford Capital Partners, LLC oversees around 48 client accounts, making it about average in terms of personalization.

The firm's central office is at 363 S. Main Street, Alpine, Utah 84004. The firm is legally permitted to serve customers throughout 13 U.S. states and territories.

Assets Under Management

$342.2 million

Number of Advisors

4

Disclosures

No

Office Location

363 S. Main Street
Alpine, UT 84004

Clifford Capital Partners, LLC by the Numbers

Total Assets Under Management

$342.2 million

National Average: $8.6 billion
Total Number of Employees

10

National Average: 64
Total Number of Accounts

193

National Average: 375,227
Average Account Size

$1.8 million

National Average: $23.0 thousand
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Fee Structure

Financial management fees usually are based on which service is provided. Fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Clifford Capital Partners, LLC.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company does business with a broad range of investors. It provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 193 accounts, Clifford Capital Partners, LLC's biggest client by number of accounts is high net worth investors, but it also caters to 163 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.

  • High-Net-Worth Individuals* - 84.46%
  • Other Individuals - 0.52%
  • Corporations - 8.29%
  • Charitable Organizations - 6.74%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Clifford Capital Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Clifford Capital Partners, LLC

Louis Fetch
Alpine, UT
Ryan Batchelor
Alpine, UT
David Passey
Alpine, UT
Allan Nichols
Alpine, UT
Roger Hill
Alpine, UT
Wayne Pierson
Alpine, UT

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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