Clocktower Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clocktower Private Wealth is a registered investment adviser that offers investment management and financial planning to a range of client types, including individuals (both retail and high-net-worth), families, trusts, charitable organizations, businesses, and retirement plans. The firm describes services such as ongoing portfolio management, retirement and tax-sensitive planning, estate-planning coordination, cashflow and charitable planning, business-owner planning, and retirement-plan consulting.
The firm follows a goal-based planning process that moves from consultation and data-gathering through plan presentation, implementation, and ongoing monitoring, with periodic reviews conducted semiannually or annually. Investment management emphasizes a long-term individual-stock strategy used alongside ETFs and cash, applying asset allocation, diversification, rebalancing, tax-sensitive management, and limited covered-call writing to address concentrated equity positions.
Noteworthy aspects disclosed in the brochure include that the firm’s principal is a licensed attorney who provides estate-planning legal services through a separate legal entity, a relationship the firm discloses and seeks to keep separate from advisory services. The firm also offers standalone fixed-fee financial planning engagements (with implementation and ongoing monitoring available separately), does not sponsor a wrap-fee program, generally recommends a major qualified custodian (and discloses potential economic benefits from that relationship), and administers compliance and trading oversight internally.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee ranging from $2,500 to $20,000
<$1,500,000 - $1,500,000: 1% $1,500,001 - $3,000,000: 0.9% $3,000,001 - $4,000,000: 0.8% $4,000,001 - $5,000,000: 0.7% $5,000,001 - $6,000,000: 0.6% $6,000,001 - $7,500,000: 0.5% $7,500,001 - $10,000,000: 0.4% $10,000,001+: 0.3%
$500 per hour (used only for early termination fee calculation)
Account minimum: $500,000
Main office
312 S Main Street
Simpsonville SC 29681
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Clocktower Private Wealth · Clocktower Private Wealth, LLC · Jordan M. Roberts, Counselor At Law LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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