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Charles Clark

Clc Capital Management
22 Years of Experience
Grand Junction, CO
1 Disclosure
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Charles Clark is a registered investment advisor at Clc Capital Management, based in Grand Junction, CO, with 22 years of industry experience. Charles 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 105 clients with $3.8M in assets under management.

Clc Capital Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
105 clients
Average Client Portfolio
$36K average
Assets Under Management
$3.8M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Minimum annual fee is $1,000 and is negotiable.

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

Location

734 Main Street, Ste. 105, Grand Junction, CO, 81501

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History

Regulatory History (1)
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Criminal
March 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Clc Capital Management
September 2004 - Present · 22 yrs 1 mo
State Registrations1 state
CO
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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