David Clark is a registered investment advisor at Clark Soeten, based in Columbus, OH, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Performance-based fees may also apply for qualified clients, not exceeding 20% of investment returns over a 6% hurdle rate.
Fee Estimator
Location
Columbus, OH
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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 →Other Business Activities
David is the owner and CEO of GUPS Media LLC (dba Rent Wedding Chairs), an event rental company, since 2017. He spends minimal time on this non-investment related activity as a passive owner.
Employment History
Current Registrations
Clark Soeten
State Registrations1 state
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