Russell Clarke
Russell Clarke is a CFP-designated registered investment advisor at Beam Wealth Advisors, INC., based in Decatur, GA, with 29 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,151 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.
Location
Decatur, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell is a member of Juniper Sixth (real estate) since 2001, an agent for Fixed Insurance (fixed/traditional insurance) since 2020, and a member of RXC Enterprises LLC (payroll and office expenses) since 2003. He also serves as treasurer for the Bettie Brand Mothers' Endowment Fund (non-profit) since 2023 and assists with managing rental property for CMHW LLC since September 2023; each of these activities requires minimal time.
Employment History
Current Registrations
Beam Wealth Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Benedetti, Gucer & Associates
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.