PC
CFP · ChFC
PC
CFP · ChFC

Paul Mitchell Clark

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
20 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$73.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.40%
$20.0M - $30.0M0.30%
$30M+0.30%

Fees negotiable for amounts over $30,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$8,000
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Contact

PC
Paul Mitchell Clark

Location

Brenham, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fairbanks Financial Wealth Management
January 2000 - Present · 26 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
PC
Contact
Paul Mitchell Clark