Reginald Clark is a CFP-designated registered investment advisor at P3 Wealth Management, based in Cordova, TN, with 24 years of industry experience. Reginald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 413 clients with $26M 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% |
Management fees range up to 2.0% per annum depending on the type and complexity of the investment management strategy employed as well as other factors such as the size of the account or overall client relationship. These fees may be negotiated by P3 at its sole discretion.
Fee Estimator
Location
1316 Hardwood Trail, Cordova, TN, 38016
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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
P3 Wealth Management
Previous Registrations
P3 Wealth Management
P3 Wealth Management
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Hd Vest Investment ServicesBroker
Equitas America, LLC
Equitas America, LLCBroker
The O.N. Equity Sales CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.