How does the advisor help clients – Key Takeaways:
CLIFFWATER LLC is committed to providing top-notch financial expertise and guidance to their clients. With decades of experience in the financial industry, their team of advisors is well-equipped to assist clients in reaching their financial goals and making sound investment decisions.
Facts and Insights
Founded in 2004, CLIFFWATER LLC has over 16 years of experience in the financial services industry. With a team of highly skilled and knowledgeable advisors, the firm has managed to gain a solid reputation for providing excellent financial guidance and advice to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $12 billion | 30 | 16 years |
Financial Services Offered
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Portfolio Management
Client Types
CLIFFWATER LLC caters to a diverse range of clients, from high net worth individuals to institutions. Their extensive expertise allows them to tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
CLIFFWATER LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is aligned with their clients’ interests and motivates them to help their clients achieve their financial goals.
Background
The team at CLIFFWATER LLC is made up of experienced professionals, including certified financial planners, chartered financial analysts, and accredited investment fiduciaries. They bring a wealth of knowledge and expertise to the table, making them a top choice for clients seeking financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLIFFWATER LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that the advice and recommendations provided by the firm are unbiased and in the best interest of the client.
In addition, CLIFFWATER LLC has a clean disciplinary record, with no disclosures reported on their Form ADV, the required disclosure document for registered investment advisors.