Tyler Clark is a registered investment advisor at Clark Wealth Strategies, INC, based in Omaha, NE, with 1 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 87 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive or negotiate fees at its discretion. An annual flat fee billed quarterly may also be negotiated.
Fee Estimator
Location
1918 N. 203rd Street, Suite 100, Omaha, NE, 68022
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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 →Employment History
Current Registrations
Clark Wealth Strategies, INC
State Registrations1 state
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
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