Clayton Wealth Partners (CWP) offers wealth management services, including investment management and financial planning, to individuals and institutions. CWP works with clients to plan for retirement and other financial goals, manage investments, and address tax and estate planning needs. CWP uses model portfolios tailored to each client's risk tolerance and financial goals. CWP also provides one-time consultations and 401(k) plan investment advisory services.
Assets Under Management$910M
Clients753
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Exceptions to CWP's general fee schedule are available under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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