Carol Clark is a CFA-designated registered investment advisor at Oncenter Financial Advisors LLC, based in Beachwood, OH, with 12 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $55M 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
400 Park Avenue, Suite 409, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carol is a VP at BioEnterprise, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Oncenter Financial Advisors LLC
State Registrations2 states
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