Clifford Swan Investment Counselors's Form ADV discloses 1.00% on the first $2 million, 0.75% on the next $3 million, 0.50% on the next $10 million, 0.40% on the next $10 million, and 0.30% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108033), Clifford Swan Investment Counselors is subject to fiduciary duty under federal law.
Clifford Swan Investment Counselors is headquartered in PASADENA, CA.
Clifford Swan Investment Counselors serves 588 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, Clifford Swan Investment Counselors offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Clifford Swan Investment Counselors manages $4.5 billion in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, Clifford Swan Investment Counselors serves high-net-worth individuals and institutional clients. View client details ↓