Robert Clark
Robert Clark is a CFP-designated registered investment advisor at Destiny Family Office, based in Winter Park, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62 clients with $610M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's discretion based on asset amount, portfolio composition, and engagement complexity. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
620 N. Denning Dr., Winter Park, FL, 32789
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
Robert has been an independent insurance agent since 2001, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Destiny Family Office
Destiny Wealth Partners, LLC
Previous Registrations
Cwm, LLC
Ruggie Wealth Management
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Jeremiah Wassmer, CFPDestiny Family Office
- Samuel Glickman, CFPUBS Financial Services INC.
- Ryan Evans, CFPKestra Advisory Services, LLC
- Michael Armstrong, CFPOnepoint Bfg Wealth Partners
- Christina Shaffer, CFAAdvus Financial Partners, LLC
- James Ferrell, CFPBeacon Pointe Advisors, LLC