William Clark is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Charlotte, NC, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more. Their firm serves 144 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are non-negotiable. Immediate family members of firm associates have a separate discounted fee schedule starting at 0.75% and dropping to 0.30% for balances over $1,500,000 with no minimum annual fee.
Fee Estimator
Contact
William Clark
Location
6836 Carnegie Blvd., Suite 200, Charlotte, NC, 28211
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Regulatory History
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 →Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Rinehart Wealth Management
State Registrations2 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.
Exams
Additional Information
Eric serves as President of the firm, as well as a Senior Financial Advisor and Chief Compliance Officer. He founded Clearview Wealth Management in 2013. Prior to starting Clearview, Eric was employed with another Charlotte wealth management firm for 14 years where, as an owner, he served as President, Chief Compliance Officer and Senior Financial Advisor. Prior to this, Eric spent 13 years with Bank of America and its predecessors. As a graduate of the University of Kentucky, Eric later earned his master’s in business administration from Wake Forest University’s Babcock School of Management. He current serves on The Madeira School Board of Trustees. Eric enjoys golf, gardening and reading in his spare time.
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