CW
CW

Clark Wamre

4 Years of Experience
Fort Worth, TX
Broker

Clark Wamre is a registered investment advisor at Signal Securities, INC., based in Fort Worth, TX, with 4 years of industry experience. Clark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,137 clients
Average Client Portfolio
$597K average
Assets Under Management
$679.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.00%
$25K - $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.00%
$1M+0.75%

Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.

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

700 Throckmorton Street, Fort Worth, TX, 76102

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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
Signal Securities, INC.
January 2024 - Present · 2 yrs 9 mos
Signal Securities, INC.Broker
October 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2021 - October 2022 · 11 mos
State Registrations2 states
GATX
AdvisorBrokerBoth

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.
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