Clayton Hoffman is a registered investment advisor at Meridian Investing, based in Highland, UT, 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 Charitable Giving, Estate Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Investing offers two investment management services, MPS and CIS, with fees that vary based on the amount of assets managed.
Managed Portfolio Service (MPS):
- Assets $100k or Less: 1.1%
- $100,001 to $250,000: 1.0%
- $250,001 to $500,000: 0.90%
- $500,001 to $750,000: 0.80%
- $750,001 to $1,000,000: 0.70%
- $1,000,001 to $1,500,000: 0.60%
- $1,500,001 to $2,000,000: 0.50%
- $2,000,001 to $3,000,000: 0.44%
- $3,000,001 to $5,000,000: 0.36%
- $5,000,001 to $8,000,000: 0.29%
- Assets over $8,000,000: 0.25%
Custom Investment Service (CIS):
- Assets $300k or Less: 1.25%
- $300,001 to $500,000: 1.18%
- $500,001 to $750,000: 1.10%
- $750,001 to $1,000,000: 0.98%
- $1,000,001 to $1,500,000: 0.86%
- $1,500,001 to $2,000,000: 0.74%
- $2,000,001 to $3,000,000: 0.66%
- $3,000,001 to $5,000,000: 0.55%
- $5,000,001 to $8,000,000: 0.44%
- Assets over $8,000,000: 0.33%
Location
Highland, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meridian Investing
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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