CB
CFA
CB
CFA

Clay Brethour

5 Years of Experience
Lenexa, KS

Clay Brethour is a CFA-designated registered investment advisor at Maclura Investments, based in Lenexa, KS, with 5 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$533K average
Assets Under Management
$15.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.75%
$3M+0.50%

For clients with a minimum account size of $3 million, the fees are: - First $5 million — 0.70% per year - Additional assets — 0.50% per year

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

Location

Lenexa, KS

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Maclura Investments
April 2020 - Present · 6 yrs 1 mo
State Registrations2 states
KSMO
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.
Clay Brethour - Financial Advisor | TrueAdvisor