Clayton Irwin
Clayton Irwin is a ChFC-designated registered investment advisor at Signature Equity Partners, LLC, based in Columbus, OH, with 15 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
445 Hutchinson Avenue, Suite 800, Columbus, OH, 43235
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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 Activities
Clayton owns rental real estate property and participates in consumer feedback/research studies. These activities require minimal time.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
The Huntington Investment CompanyBroker
Huntington Financial Advisors
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
Nationwide Investment Services CorporationBroker
State Registrations1 state
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.