Clayton Edger is a registered investment advisor at Summit Advisors, LLC, based in Hastings, MI, with 26 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 103 clients with $74M 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 | 1.50% |
Maximum annual fee is 1.50% and is negotiable. Fees can be billed monthly or quarterly.
Fee Estimator
Location
518 West Apple Street, Hastings, MI, 49058
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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 →Other Business Activities
Clayton is a Registered Investment Advisor Representative with Summit Advisors LLC, dedicating about half their time to this role. Clayton also co-owns and maintains an office building rental through APPLE Street LLC, spending minimal time on this activity.
Employment History
Current Registrations
Summit Advisors, LLC
Beaconsfield Financial Services, INC.Broker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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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