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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"CLIFFORD SWAN ADV PART 2A 12 31 2025, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clifford Swan Investment Counsel use?","answer":"Clifford Swan Investment Counsel’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.35B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clifford Swan Investment Counsel have?","answer":"Clifford Swan Investment Counsel has 17 investment adviser representatives registered with state securities authorities, out of 40 employees, and 17 perform investment advisory functions. 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