Clayton Boone is a CFA, CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Austin, TX, with 17 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23,021 clients with $72B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.
Location
3006 Bee Caves Rd, Suite A-250, Austin, TX, 78746
Get directionsHistory
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 →Other Business Activities
Clayton is a Managing Director at WD Pensionmark, a financial services firm, since March 2023. He dedicates full-time hours to the management and execution of the wealth management business.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Brighton Jones LLC
Austin Asset
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.
Exams
More Advisors
- Carlos Lowenberg, ChFCMasterpiece Capital, LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Charles Murphy, CFALiberty Park Capital Management, LLC
- Dennis Chamberlain, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.