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Larry Clayton

Oak Lane Advisors
9 Years of Experience
Idaho Falls, ID
1 DisclosureSells Insurance
View SEC Summary
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Larry Clayton is a registered investment advisor at Oak Lane Advisors, based in Idaho Falls, ID, with 9 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 932 clients with $450M in assets under management.

Oak Lane Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
932 clients
Average Client Portfolio
$479K average
Assets Under Management
$446.3M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+0.90%

Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3350 S. 15th E., Idaho Falls, ID, 83404

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Larry is involved in several business ventures, including BMT Investments LLC, Stealth Investments LLC, Advanced Profit Analysis, Hopeful Hauling, Edge Financial Advisors LLC, Ruffriders LLC, C Crew LLC, Edge Holdings, Cannon Genetics, and Edge Financial Group LLC. Larry also works as an insurance agent for various insurance carriers, though the time commitment for most of these activities is minimal, except for Advanced Profit Analysis, which takes about half of his time.

Employment History
Current Registrations
Oak Lane Advisors
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Arete Wealth Management, LLCBroker
March 2018 - March 2020 · 2 yrs
Waddell & Reed
March 2017 - February 2018 · 11 mos
Waddell & ReedBroker
February 2017 - February 2018 · 1 yr
State Registrations2 states
IDUT
Advisor

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
No exam information available for this advisor.
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