Eric Clayton is a registered investment advisor at Beard Investment Services, INC., based in Canfield, OH, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 689 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beard Investment Services' fees are based on the market value of your portfolio, charged quarterly. There are two fee schedules, one for services offered through SEI Asset Management Program and another for American Funds Service Company.
For the SEI Asset Management Program:
- First $500,000: 1.00% per year
- Next $500,000: 0.75% per year
- Next $500,000: 0.50% per year
- Excess of $1,500,000: 0.25% per year
For the American Funds Service Company:
- $0 - $499,999.99: 1.0% per year
- $500,000.00 - $999,999.99: 0.85% per year
- $1,000,000.00 - $1,499,999.99: 0.75% per year
- $1,500,000.00 – $1,999,999.99: 0.65% per year
- $2,000,000.00 AND ABOVE: 0.50% per year
Fees are based on your total relationship with Beard Investment Services, and may be reduced or established as a fixed rate for certain clients.
Location
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406
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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
Eric works as a pension consultant for Beard Pension Services, Inc., a third-party administration firm for retirement plans. He consults with small companies and businesses that wish to establish retirement plans for their employees.
Employment History
Current Registrations
Beard Investment Services, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations3 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.