MB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
775 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees negotiable for assets over $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $200,000
Clayton Financial Group charges an annual fee based on assets under management, according to the tiered schedule shown in the table above. They also charge an ongoing fixed fee for financial planning and consulting, not to exceed $200,000 annually, billed quarterly in advance. Fees may be lower based on various criteria. Clients can terminate the agreement with written notice, and fees will be prorated.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Advisor Information
Office location
165 North Meramec Suite 130, St. Louis, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clayton Financial Group, LLC
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
October 2009 - July 2015 · 5 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.