Clayton Wealth Partners
Assets Under Management
$810.6M
Number of Clients
753
Number of Advisors
7
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$115.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Clayton Wealth Partners (CWP) offers wealth management services, including investment management and financial planning. CWP works with individual clients to assist with retirement and financial goal planning, investment objectives, cost of living needs, tax planning, education planning, and estate plan review. CWP also provides investment advisory services for trusts and 401(k) plans. CWP primarily uses low-cost mutual funds and ETFs.
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Location
716 South Kansas Avenue, Topeka, KS, 66603-3808
