Clayton Holthaus
Clayton Holthaus is a registered investment advisor at Gk Wealth Management LLC, based in Reno, NV, with 6 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 534 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GK Wealth Management charges an annual advisory fee based on the value of your investments, generally ranging from 0.10% to 2.00%. This fee is calculated quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. For clients with less than $200,000, GK may impose a minimum quarterly fee of $500 for individuals/families and $1,000 for businesses.
Location
98 Winter Street Reno, Reno, NV, 89503
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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 ActivitiesSells Insurance
Clayton is an insurance representative with GK Insurance Group, representing clients with life insurance planning since 2020. He spends minimal time on this activity.
Employment History
Current Registrations
Gk Wealth Management LLC
State Registrations7 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.