Britt Clanton
Britt Clanton is a registered investment advisor at Clanton Financial Partners, LLC, based in Saint Paul, MN, with 21 years of industry experience. Britt 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 42 clients with $30M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees negotiable for accounts over $10,000,000. The total blended fee, including Clanton Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
Saint Paul, MN
Get directionsHistory
Regulatory History (1)
Criminal
September 2001Other Business ActivitiesSells Insurance
Britt is a licensed insurance agent, dedicating about 10% of their time to insurance sales and implementation of insurance recommendations. Britt also serves as Chief Financial Officer for Visibility Innovations, providing financial consulting services and ensuring contract/grant compliance, which also takes about 10% of their time.
Employment History
Current Registrations
Clanton Financial Partners, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.