Denita Clark
Denita Clark is a registered investment advisor at The Financial Architects Wealth Management LLC, based in Chino Hills, CA, with 20 years of industry experience. Denita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 21 clients with $960K 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 - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
13890 Peyton Drive Ste A, Chino Hills, CA, 91709
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 ActivitiesSells Insurance
Denita owns The Financial Architects, an insurance agency, and works as an insurance agent, dedicating about a quarter of her time to sales of insurance. She also works as an insurance agent for Covered California, selling health insurance and dedicating a few hours per week.
Employment History
Current Registrations
The Financial Architects Wealth Management LLC
Previous Registrations
Gradient Securities, LLCBroker
The Financial Architects Wealth Management LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
UBS Painewebber 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.