Clayton Thomas Murdy
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and based on plan size, complexity, number of participants, and estimated meeting requirements. RPC charges up to 1.00% of plan assets annually, with a $15,000 minimum. Fixed fees may be charged instead of asset-based fees, generally not exceeding 1.00% of plan assets unless assets are less than $2,000,000. Fees are deducted from plan assets or billed quarterly. RPC may reduce or waive fees at its discretion.
Areas of Practice
Advisor Information
Office location
1435 Anacapa Street, Santa Barbara, CA, 93101
Get directionsRegulatory History
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 →Other Business Activities
Clayton is a member and general partner of West Coast Financial, LLC, which maintains general partnerships in several private real estate funds. He also serves as a Trustee, Treasurer, and Chair of the Financial Committee for Crane Country Day School, dedicating a few hours per week to school finances.