Richard Clemens is a CFA-designated registered investment advisor at Hawk100, based in Dublin, OH, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by service level: HawkHunt charges 2.0% of the portfolio for fully discretionary investment advice, while HawkNest charges 1.0%. Hawk Investment Management reserves the right to negotiate fee schedules.
Fee Estimator
Location
555 Metro Place North, Suite 100, Dublin, OH, 43017
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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 →Employment History
Current Registrations
Hawk100
Previous Registrations
J.W. Coons Advisors, LLC
Hawk Investment Management, LLC
Equity Capital Management
Greenfield/lewis Investment Counsel
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.
Exams
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