Clayton Borengasser is a CFP-designated registered investment advisor at Edward Jones, based in Bella Vista, AR, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
16 Riordan Rd, Bella Vista, AR, 72714
Get directionsHistory
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 NWA Site Services, a trailer leasing service, spending a few hours per week on booking, coordinating, delivering, and picking up restroom trailers on weekends. Clayton also owns CHAWK Properties, a residential leasing business, and spends minimal time maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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
More Advisors
- Crissy Wright, CFPEdward Jones
- Darrin Hewitt, ChFCEdward Jones
- Kevin Stevens, CFPFacet
- Randall Roebuck, CFPUniting Wealth Partners