Robin Clark
Robin Clark is a registered investment advisor at Knox Wealth Partners Advisory, based in Lenoir City, TN, with 17 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
600 Gladstone Road, Lenoir City, TN, 37771
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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 ActivitiesSells Insurance
Robin is affiliated with A.R.T. Insurance Solutions, an independent insurance agency selling fixed insurance products, dedicating about half their time to this activity. Robin also provides investment advisory services through Knox Wealth Partners Advisory LLC and its DBAs, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Knox Wealth Partners Advisory
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations4 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.