Gerard Clark
Gerard Clark is a registered investment advisor at Accurate Wealth Management, LLC, based in Ridgewood, NJ, with 26 years of industry experience. Gerard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B 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 | 2.50% |
The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.
Fee Estimator
Location
1156 E Ridgewood Ave, Number 7, Ridgewood, NJ, 07450
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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 →Other Business Activities
Gerard is the President of RJL Financial Group since 1998, dedicating about half of his time. He is also a registered investment adviser representative with Accurate Wealth Management, LLC since August 2022, dedicating full-time hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INC
Aag Capital, INCBroker
Previous Registrations
Rjl Financial Group
Global Financial Private Capital, LLC
Clark Wealth Management, L.L.C
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Nationwide Planning Associates INC.Broker
State Registrations5 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.
Exams
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