LK
LK

Linda Krayton

22 Years of Experience
W. Caldwell, NJ

Linda Krayton is a registered investment advisor at E.C. Krayton Associates, INC., based in W. Caldwell, NJ, with 22 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $4.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.2M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100KIncluded
$100K - $300K1.00%
$300K - $600K0.85%
$600K - $1.0M0.70%
$1M+0.60%

The fee for the first tier is a fixed $1,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Knoll Place, W. Caldwell, NJ, 07006

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Linda is the president of E.C. Krayton Associates, Inc., a tax preparation business. While she remains president, a part-time employee handles the tax preparation work, and Linda devotes minimal time to this business.

Employment History
Current Registrations
E.C. Krayton Associates, INC.
November 2003 - Present · 22 yrs 6 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.