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AC
ChFC
AC
ChFC

Andrew Clark

Lexaurum Advisors
38 Years of Experience
Washington, DC
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Andrew Clark is a ChFC-designated registered investment advisor at Lexaurum Advisors, based in Washington, DC, with 38 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B in assets under management.

Lexaurum Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,230 clients
Average Client Portfolio
$568K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Washington, DC

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History

Regulatory History (1)
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Judgment / Lien
August 2013
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is a marketing consultant, president of the Tysons Corner Chamber of Commerce, and an insurance agent selling life, health, disability, and long-term care insurance. He also fundraises for Phillips Programs and manages Google Adwords accounts for nonprofits.

Employment History
Current Registrations
Lexaurum Advisors
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
Summit Financial Group INC
June 2017 - April 2021 · 3 yrs 10 mos
Summit Brokerage Services, INC.Broker
June 2017 - September 2019 · 2 yrs 3 mos
Vsr Financial Services, INC.Broker
April 2015 - August 2016 · 1 yr 4 mos
Northwestern Mutual Investment Services,llc
February 2006 - March 2015 · 9 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 1996 - January 2002 · 5 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 1987 - March 2015 · 28 yrs
State Registrations1 state
DC
Advisor

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.

Exams
No exam information available for this advisor.
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