Advisor at Cliveden Capital Management, LLC
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Firm
Cliveden Capital Management, LLC
Location
Jamul, CA
Credentials
Series 66
Industry experience
12 years
Brian Chew is a financial advisor at Cliveden Capital Management, LLC, with 12 years of industry experience. He holds the Series 66 designation and has a longstanding career at Sempra Energy since 1990. Cliveden Capital Management provides discretionary investment management and outsourced chief investment officer services to small and mid-sized foundations, endowments, pension plans, and select high-net-worth individuals. The firm employs an asset-allocation driven approach, constructing diversified portfolios tailored to client objectives and risk profiles, and is notable for offering institutional outsourced CIO services to smaller organizations.
Based on Cliveden Capital Management, LLC
$0 - $1.0 million: 2.0% $1.0 million - $5.0 million: 1.5% $5.0 million - $25.0 million: 1.00% $25.0 million+: 0.75%
In some cases, the Adviser charges performance-based fees which may be a percentage of growth in assets over a period of time.
Account minimum: $10.0 million (with potential for lower initial amounts such as $5.0 million if client commits to reaching $10.0 million) Fee-only: Investment management fee based on assets under management tier schedule as above; no commissions or other compensation accepted by Adviser or supervised persons.
Jamul, CA
California
Sempra Energy
1990 - Present (36 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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