Jeffrey Clark is a registered investment advisor at Praesideo Management, LLC, based in Ogden, UT, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Praesideo manages investment funds and charges underlying investors advisory fees, also known as management fees. These fees are a percentage of the fund's net asset value. Praesideo also charges operating expenses to cover the fund's direct costs, such as legal, accounting, and auditing fees.
Currently, Praesideo-managed funds charge annual management fees of 0.25% to 0.50% to cover audits, accounting, and direct fund management expenses. Direct operational expenses typically do not exceed 0.25% of invested assets. One fund only charges for the direct operational expenses of managing the fund.
Location
1590 W. Park Circle, Ogden, UT, 84404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the chairman of J.D. Clark & Co./UMB, an accounting/administration firm. He was the previous owner of the company, which was sold to UMB in 2009, and had a four-year earn-out period.
Employment History
Current Registrations
Praesideo Management, LLC
State Registrations1 state
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