Koby Clark is a registered investment advisor at Beckett Clark Private Wealth, LLC, based in Bethesda, MD, with 3 years of industry experience. Koby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 16 clients with $29M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1000K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
4500 East West Highway, Ste. 150, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Beckett Clark Private Wealth, LLC
Previous Registrations
Archer Investment Corporation
State Registrations1 state
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