Clayton Williams
Clayton Williams is a CFA-designated registered investment advisor at Martin & Company Investment Counsel, based in Knoxville, TN, with 7 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
These rates apply to Equity or Balanced Accounts. Small-Cap or Custom Equity Accounts: First $5 million is 1.00%, over $5 million is 0.65%. Fixed Income Accounts: First $5 million is 0.50%, over $5 million is 0.25%. Minimum annual fee is $5,000. Fees are negotiable.
Fee Estimator
Location
Two Centre Square, Suite 200, 625 South Gay St, Knoxville, TN, 37902-1669
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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
Martin & Company Investment Counsel
Previous Registrations
Martin & Company Investment Counsel
State Registrations1 state
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