Clancy Atkinson
Clancy Atkinson is a CFP-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 24 years of industry experience. Clancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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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 InvestmentsBroker
PNC Investments
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Dreyfus Investment Services Company, LLCBroker
Morgan Stanley Dw 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.