Chad Clark
Chad Clark is a CFP-designated registered investment advisor at Pelorus Financial, LLC, based in Trinity, FL, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 96 clients with $42M 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 $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
4109 Little Rd Ste 101, Trinity, FL, 34655
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Chad spends 100% of his time with Pelorus Financial and Independent Financial Partners as a registered investment advisor. He also sells non-variable insurance through IFP Insurance Group, dedicating a few hours per week, and is a member of the Elder Board of Sunrise Community Church.
Employment History
Current Registrations
Pelorus Financial, LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.