Martha Clark
Martha Clark is a registered investment advisor at Harbour Wealth Management Group, INC., based in Daniel Island, SC, with 2 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 128 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Wealth Management Group charges up to 1.50% of your portfolio value annually for investment management. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with the firm. Fees are paid quarterly, in advance. Fees may be negotiable. The firm includes securities transaction fees and custodial costs in its overall investment advisory fee.
Location
126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492
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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 ActivitiesSells Insurance
Martha is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating minimal time to this activity. She is also dually registered with Harbour Wealth Management Group, Inc. and M Holdings Securities, Inc., spending nearly all of her time as an investment advisor representative.
Employment History
Current Registrations
Harbour Wealth Management Group, INC.
M Holdings Securities, INC.Broker
State Registrations2 states
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.