Robert Clark is a CFP-designated registered investment advisor at Clark Company, based in Annapolis, MD, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 169 clients with $140M 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 $100K | 1.50% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Advisory fees and assets subject to advisory fees are negotiable.
Fee Estimator
Location
586 Bellerive Drive, Suite 2B, Annapolis, MD, 21409
Get directionsHistory
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 ActivitiesSells Insurance
Robert owns Clark Co., an outside registered investment advisor business, since 2005. He also provides tax preparation and fixed insurance services, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Clark Company
Previous Registrations
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.