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Benjamin Clark

6 Years of Experience
San Antonio, TX

Benjamin Clark is a registered investment advisor at Cornermen Financial, LLC, based in San Antonio, TX, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 379 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
379 clients
Average Client Portfolio
$456K average
Assets Under Management
$172.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

1130 E. Sonterra Blvd, Suite 130, San Antonio, TX, 78258

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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
Cornermen Financial, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Equitable Advisors, LLC
November 2019 - October 2023 · 3 yrs 11 mos
Equitable Advisors, LLCBroker
May 2019 - October 2023 · 4 yrs 5 mos
State Registrations1 state
TX
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.
Benjamin Clark - Financial Advisor | TrueAdvisor