Jared Clayton is a registered investment advisor at Fortius Financial Advisors, LLC, based in Salt Lake City, UT, with 21 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee is negotiable for amounts over $1,000,000.
Fee Estimator
Location
5445 South Highland Drive, Suite A, Salt Lake City, UT, 84117
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Regulatory 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
Jared is involved in several outside business activities, including property management consulting, lending consulting, city planning, business consulting, sale of LED lights, and asset-backed lending. These activities take up a few hours per week to about 10-20% of his time.
Employment History
Current Registrations
Fortius Financial Advisors, LLC
Previous Registrations
National Investment Advisors
Fortius Financial Advisors, LLC
AXA Advisors, LLC
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.