Gary Clark is a CFP, ChFC-designated registered investment advisor at Clark Planning & Investment Advisory, based in Birmingham, AL, with 26 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 37 clients with $11M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
1900 Providence Park, Suite 200, Birmingham, AL, 35242
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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
Gary is the Secretary/Treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm, since 1998. He spends a few hours per week on record keeping, accounting, general business administration, and preparing tax returns.
Employment History
Current Registrations
Clark Planning & Investment Advisory
Previous Registrations
Clark Planning & Investment Advisory
State Registrations1 state
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