James Clark
James Clark is a registered investment advisor at State Farm Investment Management CORP., based in Norfolk, VA, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
1507 E Bayview Blvd, Suite A, Norfolk, VA, 23503
Get directionsHistory
Regulatory History (1)
Regulatory
March 2017Other Business ActivitiesSells Insurance
James is the owner and president of Five C's Enterprises LLC, dealing with investment or commercial property, and also an agent and owner of Jim Clark, Jr Insurance Agency, selling State Farm insurance. He also serves as a board member for Clearwater Christian College, dedicating minimal time to advising on growth strategies.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations5 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.