Patrick Clark
Patrick Clark is a registered investment advisor at Alliance Wealth Management Partners LLC, based in Knoxville, TN, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 606 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Wealth charges an annual fee based on the value of your investments. This fee ranges from 0.75% to 1.35% depending on the complexity of services, amount of assets managed, inclusion of financial planning, and the overall relationship. Fees are calculated on the average daily market value of your investments and are paid monthly or quarterly. The fee may be negotiable.
Location
1111 N. Northshore Drive, Ste P-270, Knoxville, TN, 37919
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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 ActivitiesSells Insurance
Patrick is an independent insurance agent for various independent insurance companies since 2000. This activity requires minimal time.
Employment History
Current Registrations
Alliance Wealth Management Partners LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.