Clark Hayden is a CFP-designated registered investment advisor at Lockshield Partners, INC., based in Glasgow, KY, with 9 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,017 clients with $250M 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 $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Location
301 South Broadway, Glasgow, KY, 42141
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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 Activities
Clark provides investment advisory services through Lockshield Partners Inc., dedicating nearly full-time hours to this role. He also works as an English tutor and performs tax preparation/bookkeeping tasks for Gilbert & Gilbert, spending about a quarter of his time on the latter during securities trading hours.
Employment History
Current Registrations
Lockshield Partners, INC.
Previous Registrations
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 states
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