Joel Clark is a CFA-designated registered investment advisor at K.J. Harrison & Partners (USA) INC., based in Toronto, On, with 9 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.
Fee Estimator
Location
60 Bedford Road, Toronto, On, M5R 2K2
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is a Director, CEO, UDP, and Portfolio Manager at K.J. Harrison & Partners Inc., a registered dealer member of the Investment Industry Regulatory Organization of Canada (IIROC). He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
K.J. Harrison & Partners (USA) INC.
State Registrations1 state
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