Clayton Financial Group, LLC
Assets Under Management
$1.7B
Number of Clients
775
Number of Advisors
3
Average Client AUM
$2.2M
AUM per Advisor
$578.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clayton Financial Group, LLC offers asset management services on both a discretionary and non-discretionary basis. They also provide financial planning and consulting services, including cash flow analysis, investment planning, tax reduction strategies, and estate planning. Clients can impose restrictions on investments, but this may limit engagement with the firm.
Fee Structure
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 accounts over $75,000,000.
Fee Estimator
Asset management fees are based on a percentage of your portfolio's value, as detailed in the fee table. Financial planning and consulting are offered for a fixed annual fee, not to exceed $200,000, which is determined by the complexity of the engagement. Fees are billed quarterly in advance. The firm may charge a lesser investment advisory fee based on certain criteria. You can terminate the agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Location
165 North Meramec Suite 130, St. Louis, MO, 63105