CK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
Hourly Rate:$500/hr
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
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Advisor Information
Office location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
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 →Other Business Activities
Clayton works full-time at Wagner Wealth. He is also a partner in 413 Investments LLC, aiming to invest passively in a golf course or other investments, dedicating minimal time outside of business hours.
Employment History
Current Registrations
Arkadios CapitalBroker
June 2024 - Present · 1 yr 7 mos
Wealth Management Advisors, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
November 2017 - June 2024 · 6 yrs 7 mos
Morgan Stanley Broker
October 2017 - June 2024 · 6 yrs 8 mos
Northwestern Mutual Investment Services, LLC Broker
February 2017 - September 2017 · 7 mos
State Registrations4 states
FLMSNCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.