Jeffrey Clark is a CFP-designated registered investment advisor at Redwood Money, based in San Jose, CA, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 101 clients with $60M 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 - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Advisory fees are negotiable at Redwood Money’s discretion.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey holds real estate investments through ABK Property, LLC. While typically passive, acquisitions, management, and dispositions of property may seasonally increase the time invested in this business to about 10-20% of his time.
Employment History
Current Registrations
Redwood Money
Previous Registrations
Brightplan LLC
State Registrations2 states
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