Clayton Koch
Clayton Koch is a registered investment advisor at Wealth Management Advisors, LLC, based in Greenville, SC, with 9 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 739 clients with $690M 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 | 2.50% |
Clients in the wrap program generally pay an annual rate of no more than 2.5% of assets under management. Fees are individually negotiated.
Fee Estimator
Location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
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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 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
Wealth Management Advisors, LLC
Arkadios CapitalBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Northwestern Mutual Investment Services, LLCBroker
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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