Clark Drishinski
Clark Drishinski is a registered investment advisor at Cashew Financial, LLC, based in Payson, UT, with 13 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. Their firm serves 1 clients with $200K 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 $250K | 0.90% |
| $250K - $750K | 0.85% |
| $750K - $1.3M | 0.80% |
| $1.3M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,001. These fees are for Symmetry Partners, LLC, a third-party manager. Cashew receives a portion of the fee.
Fee Estimator
Contact
Clark Drishinski
Location
Payson, UT
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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
Clark is an insurance agent, working as a sole proprietor since 2010, providing insurance products and services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cashew Financial, LLC
Previous Registrations
Keeler Thomas Management LLC
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
PFS Investments INC.Broker
State Registrations1 state
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.