Clayton Earle
Clayton Earle is a registered investment advisor at Elevate Wealth Management, L.L.C., based in San Francisco, CA, with 9 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevate Wealth Management charges an annual fee based on the value of your portfolio. The specific percentage ranges from 0.20% to 2.50% of the total value of your investments. Elevate Wealth Management may negotiate a flat fee for clients whose assets do not otherwise meet the firm’s minimum requirements.
Location
San Francisco, CA
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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.
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Clayton works as an independent financial consultant and substitute teacher. He also owns and is president of an S-Corp with no current operating assets or business.
Employment History
Current Registrations
Elevate Wealth Management, L.L.C.
Previous Registrations
Hewins Financial Advisors, LLC
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.