Clayton Gibson is a registered investment advisor at Liquid Strategies, LLC, based in Atlanta, GA, with 21 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 22 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees vary by product: exchange-traded funds charge up to 0.75% per year, interval funds charge 1.65% per year, and private fund fees are set in fund documents. Fees are negotiable.
Fee Estimator
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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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
Liquid Strategies, LLC
Previous Registrations
Liquid Strategies, LLC
Persimmon Capital Management LP
Gibson Volatility Management, LLC
Park Ridge Asset Management
Bb&t Asset Management, INC.
Scott & Stringfellow, INC.
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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