Courtney Clarke is a registered investment advisor at Ptma Investment Advisors, based in West Des Moines, IA, with 6 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $31B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by strategy and client type, with individual investment strategies charging up to 1.0% annually. Institutional fixed income, cash, equity, and multi-asset strategies charge up to 0.45%, and asset allocation strategies charge up to 0.50%. Fees are negotiable.
Fee Estimator
Location
1415 28th Street, Suite 200, West Des Moines, IA, 50266
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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 →Other Business Activities
Courtney is the Mayor of the City of Waukee, dedicating about a quarter of their time to oversight and liaising with other government bodies. Courtney also serves as a board member for the Iowa Child Advocacy Board, a state-run volunteer organization, dedicating minimal time to oversight duties.
Employment History
Current Registrations
Ptma Investment Advisors
State Registrations1 state
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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