Clark Silverstein is a registered investment advisor at Spc, based in Cedar Knolls, NJ, with 18 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
7 Ridgedale Ave, Suite 203, Cedar Knolls, NJ, 07927
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
Clark uses Longview Asset Management LLC as the name for his financial practice, dedicating about half of his time to it. Clark also sells life, disability, and long-term care insurance as an independent agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Parkland Securities, LLC
Spc
Parkland Securities, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Prime Capital Services, INC.Broker
Vfinance Investments, INCBroker
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.