Jeffrey Clark is a registered investment advisor at Clark Financial LLC, based in Dallas, TX, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $230K 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 $10K | 2.00% |
| $10K - $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated. There is a separate fee schedule for qualified clients who agree to performance-based fees: $0-$10,000: 2.00%, $10,001-$50,000: 1.50%, $50,001-$100,000: 1.00%, $100,001-$250,000: 0.75%, $250,001-$1,000,000: 0.50%, Over $1,000,000: 0.25%. In addition to the Management Fee, Clark may receive a Performance Fee based upon any gains obtained in the client’s account for the calendar year. This fee will be equal to 20% of any gains in the client account during that period.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clark Financial LLC
State Registrations1 state
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