David Clark is a registered investment advisor at Clark Wealth Strategies, INC, based in Omaha, NE, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $43M 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 $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members of Clark Wealth Strategies may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive fees at its discretion. An annual flat fee (billed quarterly) may also be negotiated and approved by Clark Wealth Strategies.
Fee Estimator
Location
1918 N. 203rd Street, Suite 100, Omaha, NE, 68022
Get directionsHistory
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 →Other Business Activities
David is an owner/partner in West Omaha Films, LLC, a film production company, dedicating a few hours per week. He is also an owner/partner in Omaha Beach, LLC, a real estate investment business, and a partner in the Clark Family Limited Partnership, spending minimal time on each.
Employment History
Current Registrations
Clark Wealth Strategies, INC
Previous Registrations
Meridian
Wells Fargo Investments, LLC
State Registrations3 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.