Clark Shimeall is a registered investment advisor at Bruno Mountain Advisory, LLC, based in Bend, OR, with 1 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bruno Mountain Advisory charges a percentage of the assets they manage. The specific percentage can range from 0.15% up to 2.0% annually. Fees are negotiable and billed quarterly, in advance, based on the value of the account at the end of the previous quarter. They also utilize a non-discretionary investment management contract to track, monitor and advise on private investments using the same fee structure.
Location
105 NW Riverfront Street, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clark is a managing member of Terrane Productions, LLC, a video and stills production company, dedicating a few hours per week. He is also involved with Pandion Institute, a nonprofit corporation.
Employment History
Current Registrations
Bruno Mountain Advisory, LLC
State Registrations1 state
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