JC
CFA
JC
CFA

John Claybon

8 Years of Experience

John Claybon is a CFA-designated registered investment advisor at 1834 Investment Advisors CO., based in Evansville, IN, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
435 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.

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Location

123 Main Street, Evansville, IN, 47708

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a dual employee of Old National Bank and 1834 Investment Advisors, both subsidiaries of Old National Bancorp. He holds the title of Sr. Managing Director Institutional for both firms.

Employment History
Current Registrations
1834 Investment Advisors CO.
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Signal Capital Management,inc.
July 2002 - June 2007 · 4 yrs 11 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.