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
Clayton Financial Group provides asset management services through discretionary and non-discretionary arrangements. They also offer financial planning and consulting, covering financial goals, cash flow analysis, investment planning, tax reduction, and estate planning. Investment strategies are tailored to client objectives, and clients can impose restrictions.
| 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. Using the previous tier's fee percentage as the starting point for negotiation.
165 North Meramec Suite 130, St. Louis, MO, 63105