Richard Clark
Richard Clark is a CFP, ChFC-designated registered investment advisor at Jacobi Capital Management, LLC, based in Berwyn, PA, with 21 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,024 clients with $2.6B 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Third-party program fees and wrap fee programs may have separate terms.
Fee Estimator
Location
1055 Westlakes Drive, Suite 135, Berwyn, PA, 19312
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Richard operates Jacobi Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Jacobi Capital Management LLC, dedicating about half his time to each. He also sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, and works part-time as a CFO for Starr Tours.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Pillar Wealth Advisors, LLC
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, INC.
Advisornet Financial
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations6 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
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