Clayton Poole is a registered investment advisor at Capitol Wealth Management, based in Concord, NH, with 17 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 59 clients with $35M 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 | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
3 North Spring St Suite 200, Concord, NH, 03301
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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
Clayton is a professional music contractor and owner/conductor, conducting orchestras a few times a year. He is also a partner in A Moment in Time Musical Productions, LLC, performing with soloists in a musical big band a few hours per week.
Employment History
Current Registrations
Capitol Wealth Management
Previous Registrations
Boston Asset Management, INC.
Infinex Investments, INC.
Banc of America Investment Services, INC.
Quick & Reilly, 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.