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CFP
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CFP

Michael Clark

West Wealth Group, LLC
32 Years of Experience
Ashland, OR
Sells Insurance
View SEC Summary
View SEC Summary

Michael Clark is a CFP-designated registered investment advisor at West Wealth Group, LLC, based in Ashland, OR, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,746 clients with $620M in assets under management.

West Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$225K average
Assets Under Management
$616.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.

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

Location

700 Mistletoe Road, Suite 206, Ashland, OR, 97520

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a real estate salesperson and owner of Ensemble Realty Group, spending minimal time on referrals. He also works as an insurance agent and has been involved in a non-investment related activity since 1993, taking about a quarter of his time.

Employment History
Current Registrations
West Wealth Group, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Cooper Mcmanus
July 2017 - December 2021 · 4 yrs 5 mos
Cooper Mcmanus
February 2001 - July 2017 · 16 yrs 5 mos
Securities America, INC.Broker
February 1998 - July 2017 · 19 yrs 5 mos
Sunamerica Securities, INC.Broker
January 1996 - January 1998 · 2 yrs
John Hancock Distributors, INC.Broker
September 1993 - June 1995 · 1 yr 9 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1993 - June 1995 · 1 yr 9 mos
State Registrations3 states
CAORTX
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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