Banner Clark is a CFP-designated registered investment advisor at Capital Investment Advisors, LLC, based in Tampa, FL, with 11 years of industry experience. Banner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Location
2502 N Rocky Point Drive, Suite 675, Tampa, FL, 33607
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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
Banner owns a retail store, Larson Clark LLC, which is currently inactive. Banner is also a licensed insurance agent in Florida, but is currently inactive.
Employment History
Current Registrations
Capital Investment Advisors, LLC
Previous Registrations
Sagace Wealth Management
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.