Clayton Horton is a registered investment advisor at Periope, Lc, based in St. George, UT. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 628 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Administrative fees charged by SEI are separate and in addition to Periope's advisory fee. Total asset under management fees, when Periope's advisory fee is combined with SEI's advisory fee will not exceed 2% of assets under management.
Fee Estimator
Location
162 North 400 East, Bldg. A, Suite 201, St. George, UT, 84770
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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
Periope, Lc
State Registrations1 state
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