HC
HC

Harry Clark

55 Years of Experience
Philadelphia, PA

Harry Clark is a registered investment advisor at Clark Capital Management Group INC, based in Philadelphia, PA, with 55 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 33,985 clients with $31B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33,985 clients
Average Client Portfolio
$899K average
Assets Under Management
$30.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management

Clark Capital manages investments through wrap fee programs, where fees are a percentage of your portfolio. The exact percentage paid to Clark Capital is negotiated with the program sponsor, ranging from 0% to 0.50%. These fees vary based on factors like negotiations, account size, investment strategy, and services provided. The total fee covers investment advice, portfolio allocations, client consultation, custodial, clearing, and brokerage services. Some strategies invest in Navigator Mutual Funds, which have their own management fees.

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Location

1735 Market Street, 34th Floor, Philadelphia, PA, 19103

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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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Other Business Activities

Harry is the CEO and President of Clark Capital Management Group, Inc., a registered investment advisory firm.

Employment History
Current Registrations
Clark Capital Management Group INC
February 1991 - Present · 35 yrs 2 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
June 1995 - October 2000 · 5 yrs 4 mos
Securities Service Network, INC.Broker
June 1993 - June 1995 · 2 yrs
Edward C. Rorer & CO., INC.Broker
September 1987 - December 1992 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1984 - August 1987 · 3 yrs 1 mo
Painewebber IncorporatedBroker
January 1980 - August 1984 · 4 yrs 7 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
April 1976 - January 1980 · 3 yrs 9 mos
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
January 1971 - May 1976 · 5 yrs 4 mos
Capital Planning Associates INCBroker
April 1970 - January 1974 · 3 yrs 9 mos
State Registrations2 states
MAPA
AdvisorBrokerBoth

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.