Carpenter, Claydon Advisors, Inc.

Carpenter, Claydon Advisors, Inc. is a registered investment adviser based in Maitland, Florida, established in 2007. The firm offers personalized financial planning, portfolio management, asset allocation, and pension consulting services. For financial planning, fees range from $1,000 to $10,000 or $300 per hour, based on complexity. Portfolio management fees are percentage-based, starting at 1.00% for assets up to $500,000. The firm primarily recommends mutual funds and ETFs, with a minimum account size typically set at $500,000. Clients have the option for discretionary or non-discretionary management, with ongoing account reviews and monitoring. Carpenter, Claydon Advisors, Inc. does not accept performance-based fees, engages in side-by-side management, or have any disciplinary history. The firm does not receive compensation for client referrals and does not vote on client securities. Clients' assets are held by a qualified custodian, with no custody by the firm. The firm follows a Code of Ethics, providing transparency on personal trading practices and potential conflicts of interest. Clients receive annual privacy policy notices and have the option to participate in IRA rollovers managed by the firm. For more details, clients are encouraged to contact the firm directly.