Larry Clayton is a registered investment advisor at Oak Lane Advisors, based in Centerville, UT, with 9 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 794 clients with $370M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.
Fee Estimator
Location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Larry is involved in several business ventures, including BMT Investments LLC, Stealth Investments LLC, Advanced Profit Analysis, Hopeful Hauling, Edge Financial Advisors LLC, Ruffriders LLC, C Crew LLC, Edge Holdings, Cannon Genetics, and Edge Financial Group LLC. Larry also works as an insurance agent for various insurance carriers, though the time commitment for most of these activities is minimal, except for Advanced Profit Analysis, which takes about half of his time.
Employment History
Current Registrations
Oak Lane Advisors
Previous Registrations
Arete Wealth Management, LLCBroker
Waddell & Reed
Waddell & ReedBroker
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.