Clark Blackman is a CFA, CFP, PFS-designated registered investment advisor at Alpha Wealth Strategies, LLC, based in Cypress, TX, with 11 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 36 clients with $220M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.76% |
| $5.0M - $10.0M | 0.53% |
| $10M+ | 0.15% |
Fee Estimator
Location
Cypress, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alpha Wealth Strategies, LLC
Previous Registrations
Patriot Wealth Management, INC.
Mbr Financial
Fsc Securities Corporation
State Registrations1 state
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