George Clark is a registered investment advisor at Variant Private Wealth LLC, based in Tysons, VA, with 1 years of industry experience. George 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, Financial Planning & Coaching, and 3 more. Their firm serves 194 clients with $220M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Variant Private Wealth (VPW) offers two investment management options through a wrap fee program:
- Wrap Asset Management: A portfolio is created using various securities, tailored to the client's needs. For this service, the annual fee ranges from 1.50% on the first $249,999 to 0.30% for amounts over $60,000,000.
- Comprehensive Wrap Asset Management: This includes asset management and financial planning or consulting services. For this service, the annual fee ranges from 2.00% on the first $249,999 to 0.40% for amounts over $60,000,000.
Fees are billed monthly in arrears based on the value of the account on the last day of the month and are negotiable.
Location
8350 Broad St., Suite 220, Tysons, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Variant Private Wealth LLC
State Registrations1 state
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