Clayton Financial Group (CFG) provides investment management and financial planning services. For investment management, CFG determines investment goals, risk tolerance, and time horizons to create tailored strategies. Clients can choose to give CFG the authority to make trades without asking first, or they can approve each trade individually. Financial planning includes evaluating a client's current and future financial state, covering topics like financial goals, cash flow, investments, tax reduction, and estate planning.
Assets Under Management$790M
Clients248
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$260M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable for accounts over $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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