Clanton Financial offers investment management to individuals and high net worth individuals. They create customized portfolios using ETFs, stocks, bonds, and mutual funds. Clanton Financial also provides retirement plan advisory services to plan sponsors, assisting them with their fiduciary responsibilities. They do not have a minimum relationship size.
Assets Under Management$30M
Clients42
Advisors1
Avg. per Client$730K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees negotiable for accounts over $10,000,000. The total blended fee, including Clanton Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...