Advisor at Lifestyle Financial Strategies, LLC
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Firm
Lifestyle Financial Strategies, LLC
Location
Middletown, CT 06457
Credentials
CFP®, Series 66
Industry experience
19 years
Clifford Straub is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC and has been with the firm as well as WRP Investments Inc since 2006. Straub serves as a trustee for the Middletown Rotary Club Scholarship Trust and has been a member of the Middlesex United Way Board of Directors since 2005, participating on its executive, finance, and investment committees. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm employs a disciplined asset allocation approach emphasizing global diversification and risk management, primarily offering non-discretionary advisory relationships without accepting commissions or custody of client assets.
Based on Lifestyle Financial Strategies, LLC
Based on Lifestyle Financial Strategies, LLC
Financial Review: flat fee $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.50% Over $4,000,000+: Negotiable
Project Retainer: $350 per hour
Minimum fee: Minimum fee of $1,000 for Portfolio Management Fee-only: Open Retainer: $2,000 - $20,000 initial year; $1,400 - $14,000 renewal year; Project Retainer hourly at $350; Financial Review flat $1,000
100 Riverview Center, Suite 316
Middletown, CT 06457
Connecticut
Wrp Investments Inc
2006 - Present (20 years)
Lifestyle Financial Strategies, LLC
2006 - Present (20 years)
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Real estate agent
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Other specialized services
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