Advisor at Clifton, Roger Lambert
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Roger Clifton is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Clifton, Roger Lambert since 2007, operating an independent investment advisory firm based in Columbus, NC. The firm is a Massachusetts-registered, sole-proprietor adviser providing non-discretionary financial and investment counseling to individuals and high-net-worth clients. Clifton, Roger Lambert employs multiple analytical methods to develop investment recommendations and serves a small number of clients with large account sizes.
$0 - $1,000,000: 1.0% per annum $1,000,000 - $2,000,000: 0.8% per annum $2,000,000 - $3,000,000: 0.6% per annum $3,000,000+: 0.4% per annum
Account minimum: $1,000,000
Columbus, NC
Massachusetts
Clifton, Roger Lambert
2007 - Present (19 years)
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CFP®
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