Clayton Liscom is a CFA-designated registered investment advisor at Veracity Capital LLC, based in Palm Beach Gardens, FL, with 31 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, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 362 clients with $800M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable at the sole discretion of the advisor. Certain clients may have a fixed annual fee or different fee schedule.
Fee Estimator
Location
4822 Northlake Blvd., Suite B, Palm Beach Gardens, FL, 33418
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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 →Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
F3logic, LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman, Sachs & CO.Broker
Mercer Allied Company, L.P.Broker
Advest, INC.Broker
Morgan Keegan & Company, INC.Broker
First Albany CorporationBroker
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.
Exams
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