Christopher Clayton
Christopher Clayton is a registered investment advisor at Cornerstone Advisory, based in Mandeville, LA, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $17M 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 $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable on a client-to-client basis. If negotiated, fees are usually 1%.
Fee Estimator
Location
801 Asbury Drive, Suite D, Mandeville, LA, 70471
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Christopher is the owner of Cornerstone Consulting Inc., where he sells life, disability insurance, equity indexed annuities, and fixed annuities, dedicating about two-thirds of his time. He is also the president of Cornerstone Advisory, Inc., an RIA, and spends about a quarter of his time meeting with clients and providing financial advice, which may include recommendations for life and disability insurance. Additionally, he spends minimal time facilitating connections between potential buyers and sellers of businesses to Kingsley Group and minimal time on Stump and Grind, LLC.
Employment History
Current Registrations
Cornerstone Advisory
Previous Registrations
On Investment Management CO
State Registrations2 states
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