Clark Brown is a registered investment advisor at Clark Brown, LLC, based in Athens, GA, with 10 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
215 Hawthorne Park, Suite B, Athens, GA, 30606
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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 Activities
Clark is the owner/managing member of Clark Brown LLC, providing executive coaching, training, and public speaking services. He also provides contract services for Cannon Financial Institute and Ontrack International, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Clark Brown, LLC
Previous Registrations
Elevate Wealth Advisory, INC.
State Registrations1 state
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