Clancy Atkinson is a CFP-designated registered investment advisor at Oneseven, based in Sharon, PA, with 21 years of industry experience. Clancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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 | 2.00% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
7 W. State St., Ste 350, Sharon, PA, 16146
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Clancy operates Hemlock Wealth Management LLC as a DBA for financial securities business through B. Riley Wealth Advisors, dedicating full-time hours to it. Clancy also has a referral agreement with 2 Innovative Benefits Consulting for life insurance referrals, spending minimal time on this activity.
Employment History
Current Registrations
Oneseven
Previous Registrations
B. Riley Wealth Advisors, INC.
United Advisors Services, LLC
PNC Investments
Cco Investment Services CORP.
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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