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Michael Clayton

18 Years of Experience
Akron, OH
1 DisclosureBrokerSells Insurance

Michael Clayton is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Akron, OH, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

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

History

Regulatory History (1)
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Criminal
January 2013
Final Disposition
Other Business ActivitiesSells Insurance

Michael works as an insurance agent for Clayton & Associates, focusing on life insurance sales and service, dedicating nearly full-time hours to this. He is also a partner at Simplified Pension Solutions, educating individuals about retirement options and selling insurance products, spending about 10-20% of his time on this.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
December 2016 - Present · 9 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Park Avenue Securities LLCBroker
August 2013 - April 2014 · 8 mos
PNC InvestmentsBroker
January 2013 - May 2013 · 4 mos
Hornor, Townsend & Kent, INC.Broker
January 2007 - September 2012 · 5 yrs 8 mos
State Registrations7 states
FLINKYMIOHPASC
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.
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