Clayton Bradshaw
Clayton Bradshaw is a registered investment advisor at Decker Retirement Planning INC., based in Salt Lake CIty, UT, with 9 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 774 clients with $360M 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% |
Asset management fees range from an annual rate of 1.4% for higher-risk investment models down to 0.20% for cash management. Fees are charged only on risk-bucket assets and exclude bonds, CDs, and self-managed positions.
Fee Estimator
Location
299 South Main, Suite 1300, Salt Lake CIty, UT, 84111
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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 →Employment History
Current Registrations
Decker Retirement Planning INC.
State Registrations2 states
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