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Paul Clark

19 Years of Experience
San Francisco, CA

Paul Clark is a registered investment advisor at 1919 Investment Counsel, LLC, based in San Francisco, CA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,137 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,137 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$24.0B

Fee Structure

Minimum Investment:$2M

1919 Investment Counsel charges a percentage of your portfolio's value each quarter. The exact fee depends on the type of account and how much you have invested.

For individual accounts, the fee is:

  • 1.00% on the first $3 million
  • 0.70% on the next $7 million
  • 0.60% on the next $15 million
  • 0.50% on the next $30 million
  • 0.40% on the balance

For fixed income accounts, the fee is:

  • 0.50% on the first $3 million
  • 0.35% on the next $7 million
  • 0.20% on the next $15 million
  • 0.25% on the next $30 million
  • 0.20% on the balance
  • 0.10% on the balance

For AKIA clients, the fee is 0.50% to 1.00% of assets under management.

The minimum account size is $2 million.

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Location

One Montgomery Street, Suite 3700, San Francisco, CA, 94104

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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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Employment History
Current Registrations
1919 Investment Counsel, LLC
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Washington Crossing Advisors LLC
March 2020 - March 2023 · 3 yrs
Ziegler Capital Management, LLC
December 2015 - June 2020 · 4 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2015 - January 2023 · 7 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
June 2015 - March 2017 · 1 yr 9 mos
Thomas Weisel Capital Management LLC
November 2013 - December 2015 · 2 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
March 2012 - June 2015 · 3 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2012 - June 2015 · 3 yrs 3 mos
Thomas Weisel Partners LLC
May 2009 - March 2012 · 2 yrs 10 mos
Thomas Weisel Partners LLCBroker
March 2007 - March 2012 · 5 yrs
State Registrations1 state
CA
Advisor

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.
Paul Clark - Financial Advisor | TrueAdvisor