David Clark
David Clark is a CFP-designated registered investment advisor at Dmc Wealth Management, LLC, based in Birmingham, AL, with 29 years of industry experience. David 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. Their firm serves 27 clients with $59M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
2101 Highland Avenue South, Suite 220, Birmingham, AL, 35205
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
David is licensed as an independent insurance agent. He also has ownership stakes and trustee roles in several family entities, including TCME Management, Inc., Thomas C Clark Jr. Grantor Trust, Mary Ellen Clark Grantor Trust, CL Concord, LLC, and Ligon Capital, LLC, each requiring minimal time.
Employment History
Current Registrations
Dmc Wealth Management, LLC
Previous Registrations
Bridgeworth, LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.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.