IC
CFP
IC
CFP

Ian Clark

15 Years of Experience
Chicago, IL

Ian Clark is a CFP-designated registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in Chicago, IL, with 15 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 263 clients with $4.8B in assets under management.

Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
263 clients
Average Client Portfolio
$18.2M average
Assets Under Management
$4.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Base fees typically range from 0.15% to 1.00% of assets under management or advisement, determined through negotiation based on asset size, complexity, and service intensity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

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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
Brownson, Rehmus & Foxworth, INC.
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Facet Wealth, INC
November 2020 - March 2022 · 1 yr 4 mos
Advice and Planning Services
December 2017 - November 2020 · 2 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2016 - November 2020 · 4 yrs 8 mos
Vanguard Advisers INC
September 2015 - February 2016 · 5 mos
Vanguard Marketing CorporationBroker
November 2010 - February 2016 · 5 yrs 3 mos
State Registrations1 state
IL
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.
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