Advisor at Ridgeback Financial LLC
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Firm
Ridgeback Financial LLC
Location
Clear Lake Shores, TX 77565
Credentials
Series 66
Industry experience
8 years
Clayton Curley is a financial advisor at Ridgeback Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC provides discretionary asset management, financial planning, and retirement-plan advisory services. The firm offers tailored portfolio management and consultation, using a variety of analysis methods and strategies, and provides specialized ERISA-plan services as a limited-scope 3(21) fiduciary.
Based on Ridgeback Financial LLC
$0 - $500,000: 1.25% annually $500,000.01 - $750,000: 1.20% annually $750,000.01 - $1,000,000: 1.15% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $4,000,000: 0.80% annually $4,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01 - $6,000,000: 0.60% annually $6,000,000.01+: 0.50% annually
Investment Advisor Representatives receive commissions from insurance product sales
$200 per hour for financial planning and consulting
Fee-only: $200 per hour for financial planning and consulting
1500 Marina Bay Drive, Building 132 Suite B
Clear Lake Shores, TX 77565
Louisiana · Texas
Ridgeback Financial LLC
2025 - Present (1 year)
Edward Jones
2017 - 2025 (8 years)
New Benefits
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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