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Clark Wilson

Wilson, Clark Allen
6 Years of Experience
San Clemente, CA
4 DisclosuresMay Earn Commission
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Clark Wilson is a registered investment advisor at Wilson, Clark Allen, based in San Clemente, CA, with 6 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Wilson, Clark Allen
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.60%
$10.0M - $20.0M1.20%
$20M+0.80%

Fees may be negotiable on a case-by-case basis, particularly for institutional clients or volume accounts. Active accounts for accredited and qualified clients may also include a 20% performance-based fee in addition to the base fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Clemente, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2005
Judgment / Lien
December 2003
Judgment / Lien
January 2003
Judgment / Lien
November 1998
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Clark is a mortgage loan originator.

Employment History
Current Registrations
Wilson, Clark Allen
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
R.W. Towt & Associates
March 2009 - October 2012 · 3 yrs 7 mos
State Registrations1 state
CA
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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