E.C. Krayton Associates, Inc. offers investment advisory services to individuals, high net worth individuals, families, trusts and estates. Investments are customized based upon the client’s goals and risk tolerance. Portfolios are invested on a discretionary basis and can consist of stocks, bonds, municipal securities, United States government securities, certificates of deposit, and Interests in partnerships such as oil and gas interests.
Assets Under Management$4.2M
Clients2
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$4.2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $300K | 1.00% |
| $300K - $600K | 0.85% |
| $600K - $1.0M | 0.70% |
| $1M+ | 0.60% |
The fee for the first tier is a fixed $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...