Clayton Alexander
Clayton Alexander is a registered investment advisor at Teton Wealth Group LLC, based in Murray, UT, with 9 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 849 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on historical relationships, account composition, and asset size. Financial planning is included at no additional cost.
Fee Estimator
Location
764 E Winchester St. #100, Murray, UT, 84107
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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 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
Previous Registrations
Sowell Management
Ae Wealth Management, LLC
State Registrations4 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
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