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Mark Clopton

Retirement Planners of America
22 Years of Experience
Oklahoma City, OK
Sells Insurance
View SEC Summary
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Mark Clopton is a registered investment advisor at Retirement Planners of America, based in Oklahoma City, OK, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B in assets under management.

Retirement Planners of America
Compensation
Fee-Only (% of Portfolio)
Firm Size
33 advisors
Number of Clients
5,657 clients
Average Client Portfolio
$634K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.30%

Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3030 N.W. Expressway, Suite 300, Oklahoma City, OK, 73112

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent.

Employment History
Current Registrations
Retirement Planners of America
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - January 2014 · 4 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2004 - April 2007 · 3 yrs 3 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
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