CW
CW

Clark Welch

26 Years of Experience
West Baldwin, ME
Broker

Clark Welch is a registered investment advisor at Empower Advisory Group, LLC, based in West Baldwin, ME, with 26 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Baldwin, ME

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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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Employment History
Current Registrations
Empower Advisory Group, LLC
December 2025 - Present · 5 mos
Empower Financial Services, INC.
May 2015 - Present · 11 yrs
Empower Financial Services, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Allstate Financial Services, LLCBroker
July 2014 - May 2015 · 10 mos
Gwfs Equities, INC.Broker
August 2012 - June 2014 · 1 yr 10 mos
Allstate Financial Services, LLCBroker
September 2010 - July 2012 · 1 yr 10 mos
Mutual of Omaha Investor Services, INC.Broker
May 2009 - April 2010 · 11 mos
Tcadvisors Network INC.Broker
January 2006 - October 2008 · 2 yrs 9 mos
Atlas Securities, INC.Broker
June 2005 - January 2006 · 7 mos
Tower Square Securities, INC.Broker
January 2005 - June 2005 · 5 mos
Kbd Securities, LLCBroker
October 2003 - June 2004 · 8 mos
Legacy Financial Services, INC.Broker
June 2003 - September 2003 · 3 mos
Fred Alger & Company, IncorporatedBroker
June 1999 - December 2002 · 3 yrs 6 mos
Lifeusa Securities, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
Metlife Securities INC.Broker
June 1996 - December 1996 · 6 mos
Metropolitan Life Insurance CompanyBroker
June 1996 - December 1996 · 6 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Clark Welch - Financial Advisor | TrueAdvisor