CA
CA

Clayton Boyd Alexander

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
786 clients
Average Client Portfolio
$211K average
Assets Under Management
$165.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Teton does offer discounts to select friends, employees, and family.

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

764 E Winchester St. #100, Murray, UT, 84107

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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 ActivitiesSells Insurance

Clayton owns CA Wealth, a firm handling administrative, payroll, and tax needs, and CBA Real Estate, dedicating minimal time to each. He is also a licensed insurance agent and owns/manages Teton Wealth Management, LLC, spending minimal time on these activities as well.

Employment History
Current Registrations
Teton Wealth Group LLC
February 2021 - Present · 5 yrs
Previous Registrations
Sowell Management
April 2019 - May 2024 · 5 yrs 1 mo
Ae Wealth Management, LLC
October 2016 - April 2019 · 2 yrs 6 mos
State Registrations4 states
AZCANVUT
Advisor
Exams
No exam information available for this advisor.