David Clarken
David Clarken is a CFA, CFP-designated registered investment advisor at Fwi Wealth Management LLC, based in Atlanta, GA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 23 clients with $60M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Minimum annual fee is $5,000. Fees may be negotiable in unique circumstances. Separately managed portfolio programs range from 0.80% to 2.50% per year.
Fee Estimator
Contact
David Clarken
Location
741 Monroe Drive NE, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (1)
Criminal
March 1994Employment History
Current Registrations
Fwi Wealth Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
Creative Planning
USAA Financial Planning Services
MML Investors Services, LLC
Charles Schwab & CO., INC.
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.
Exams
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