Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

3 Legacy Park Road, Suite A, Greenville, SC, 29607

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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 Activities

Clayton works full-time at Wagner Wealth. He is also a partner in 413 Investments LLC, aiming to invest passively in a golf course or other investments, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Arkadios CapitalBroker
June 2024 - Present · 1 yr 8 mos
Wealth Management Advisors, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
November 2017 - June 2024 · 6 yrs 7 mos
Morgan StanleyBroker
October 2017 - June 2024 · 6 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2017 - September 2017 · 7 mos
State Registrations4 states
FLMSNCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Clayton Koch - Financial Advisor | TrueAdvisor