Kevin Clark
Kevin Clark is a ChFC-designated registered investment advisor at Reliant Investment Management, based in Phoenix, AZ, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.35% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
4745 N 7th St Suite 210, Phoenix, AZ, 85014
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Kevin owns Kevin Clark Financial Management, offering investment advisory services and insurance products, dedicating nearly full-time hours to it. He also works as a marketing agent for Fairwater Workshops, spending minimal time on this activity.
Employment History
Current Registrations
Reliant Investment Management
Brookstone Wealth Advisors, LLC
Previous Registrations
Brookstone Capital Management LLC
Spc
Woodbury Financial Services, INC.
State Registrations2 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.