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Christopher Clayton

20 Years of Experience
Waverly, TN
Broker

Christopher Clayton is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Waverly, TN, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 12,691 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
12,691 clients
Average Client Portfolio
$389K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.40%
$500K - $1.0M1.90%
$1M+1.40%

Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

213 East Main St, Waverly, TN, 37185

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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

Christopher spends all of his time at Cornerstone Wealth Management in Camden, TN, operating as a DBA. He is also a registered investment advisor under Cornerstone Wealth Management and operates Cornerstone Wealth Portfolios as a DBA for LPL business.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
January 2013 - Present · 13 yrs 9 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Edward Jones
November 2006 - December 2012 · 6 yrs 1 mo
Edward JonesBroker
September 2006 - December 2012 · 6 yrs 3 mos
State Registrations11 states
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AdvisorBrokerBoth

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.