Clayton Financial Group manages investment portfolios and provides comprehensive financial planning for individuals, families, small businesses, trusts, and estates. Clayton Financial Group creates customized investment portfolios based on each client's goals, time horizon, and risk tolerance, operating either with full authority to make trades on the client's behalf or requiring client approval for each transaction. In addition to investment management, Clayton Financial Group offers financial planning covering retirement goals, cash flow analysis, tax reduction strategies, estate and legacy planning, and executive benefits planning such as stock options and restricted stock units. The firm uses fundamental analysis, technical analysis, and modern portfolio theory to guide its investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees for accounts over $75,000,000 are negotiable.