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Eric Clark

Accuvest Global Advisors, INC.
23 Years of Experience
Walnut Creek, CA
Broker
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Eric Clark is a registered investment advisor at Accuvest Global Advisors, INC., based in Walnut Creek, CA, with 23 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $630M in assets under management.

Accuvest Global Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
65 clients
Average Client Portfolio
$9.7M average
Assets Under Management
$630.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+2.00%

Fees for amounts over $1,000,000 are negotiable. Institutional asset management rates range from 1.50% down to 1.00% for the first $5,000,000 and are negotiable above that.

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

Location

3100 Oak Road #380, Walnut Creek, CA, 94597

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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 Activities

Eric is a company officer at Alpha Brands, working on the Global Brands Index. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Accuvest Global Advisors, INC.
August 2017 - Present · 9 yrs 2 mos
Alt Fund Distributors LLCBroker
June 2017 - Present · 9 yrs 4 mos
Alt Fund Distributors LLC
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Pacer Advisors, INC.
April 2016 - July 2016 · 3 mos
Pacer Financial, INC.Broker
April 2016 - July 2016 · 3 mos
Transamerica Capital, INC.Broker
April 2014 - October 2015 · 1 yr 6 mos
Lord, Abbett & CO. LLC
September 2013 - April 2014 · 7 mos
Lord Abbett Distributor LLCBroker
August 2013 - April 2014 · 8 mos
Breakaway Partners, LLC
August 2007 - August 2011 · 4 yrs
Tenet Capital LLC
November 2006 - August 2007 · 9 mos
Ixis Asset Management Advisors, L.P.
February 2003 - December 2004 · 1 yr 10 mos
Ixis Asset Management Distributors, L.P.Broker
January 2002 - December 2004 · 2 yrs 11 mos
Quasar Distributors, LLCBroker
October 2001 - December 2001 · 2 mos
First Fund Distributors, INC.Broker
June 2001 - October 2001 · 4 mos
First Fund Distributors, INC.Broker
February 1999 - June 1999 · 4 mos
First Fund Distributors, INC.Broker
March 1996 - October 1998 · 2 yrs 7 mos
Sunamerica Securities, INC.Broker
July 1995 - December 1995 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - June 1995 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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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