Brian Lancaster is a CFA-designated registered investment advisor at Clayton Partners LLC, based in Berkeley, CA, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 56 clients with $170M 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 $500K | 1.80% |
| $500K - $1.5M | 1.40% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.70% |
Family accounts (grandparents, children, and grandchildren) are combined to calculate the fee schedule. Fees differing from the standard schedule are negotiable.
Fee Estimator
Location
3160 College Avenue, Suite 203, Berkeley, CA, 94705
Get directionsHistory
Regulatory History (1)
Criminal
February 1991Employment History
Current Registrations
Clayton Partners LLC
Previous Registrations
Castle Peak Asset Management
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
State Registrations1 state
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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