Fees

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At Clayton Financial Services we believe that non-biased advice is of the utmost importance.  As such, we provide our expertise to clients on a fee-only basis, meaning that we do not sell anything and we do not receive any commissions.   No matter the service that we are providing, we are solely compensated through predetermined fees.  We are proud to say that our investment decisions, advice, and planning services are only driven by our desire to serve, and produce successful results for our clients.   

Fee Structures

• Hourly Fee: Clients hire us on an as-needed basis for a variety of financial planning needs.  This ranges from comprehensive planning to occasional questions about smaller topics (i.e. Social Security, refinancing their mortgage, employee benefits).  We record our time spent and the client pays an hourly rate.  The total fee and hourly rate of the services provided will vary depending upon the complexity of the situation and the amount of research and preparation needed.

• Asset Management Fee:  The fee for asset management services is based on a percentage of the assets that we manage or “assets under management” (AUM).  This fee is billed quarterly in advance.

• Financial planning services may be included for the client at no additional charge based on the level of assets managed.  There may be an additional fee for these services to some clients.  Please see our “Services Available” tab for detail information regarding financial planning services. 

Getting started...

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