Clayton Fillian
Clayton Fillian is a registered investment advisor at Verity Asset Management, based in Millstone Township, NJ, with 2 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 5,730 clients with $1B 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 $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
These fees apply to accounts at AXOS Advisor Services, Charles Schwab Institutional, Fidelity IWS, and PCS. Alternate fee arrangements are available and may be agreed upon based on individual circumstances. The Enhanced Income Model has a flat 0.60% annual advisory fee, and the Tax-Exempt Income Model has a flat 0.90% annual advisory fee. Model-specific and strategy-specific investment management fees may also apply.
Fee Estimator
Location
Millstone Township, NJ
Get directionsHistory
Regulatory History (1)
Criminal
June 1997Other Business ActivitiesSells Insurance
Clayton is an insurance agent with Teacher's Pension and Insurance Services, Inc. since 2015, selling insurance and annuity products, taking about a quarter of his time. He is also a partner at New Jersey Public Employee Educators, LLC., spending a few hours per week marketing for appointments to educate public employees on pensions, social security, life insurance, and annuities.
Employment History
Current Registrations
Verity Asset Management
State Registrations2 states
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.