Leif Clarke
Leif Clarke is a registered investment advisor at Leif Clarke Wealth Management, INC., based in Ashland, KY, with 29 years of industry experience. Leif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 161 clients with $57M 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 | 1.25% |
Fee is negotiable based on the amount of assets under management and the type of investments being utilized within the account. LCWM may substantially discount its fees for family, friends, companies of family and friends, and non-profit organizations at its discretion.
Fee Estimator
Location
2165 Carter Avenue, Ashland, KY, 41101
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Regulatory History (1)
Regulatory
May 2019Other Business ActivitiesSells Insurance
Leif is the president of Leif Clarke Wealth Management Inc., dedicating nearly full-time hours to this role. He is also the sole officer and shareholder of Benefactor Insurance Group, Inc., offering health, property, and casualty insurance, and spends minimal time on rental property and serving as a board member for Ramey Estep Homes, Inc.
Employment History
Current Registrations
Leif Clarke Wealth Management, INC.
Previous Registrations
Private Client Services, LLCBroker
Sentinel Investment Advisory Services, INC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
J.C. Bradford & CO.Broker
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.