Clark Capital Management Group INC
Assets Under Management
$30.6B
Number of Clients
33,985
Number of Advisors
1
Avg. Portfolio per Client
$899K
Avg. Managed per Advisor
$30.6B
Compensation
Fee-Only (% of Portfolio)
About This Firm
Clark Capital is an investment advisor managing assets since 1986. They offer services through wrap fee programs, Navigator Mutual Funds, and a turnkey asset management program (TAMP). Clark Capital focuses on adding value for clients by generating competitive risk-adjusted returns over market cycles, emphasizing risk management and long-term perspective. They offer investment solutions to individuals, businesses, institutions, and financial services firms.
Fee Structure
Clark Capital manages investments through wrap fee programs. The fees paid to Clark Capital in these programs range from 0% to 0.50% of your portfolio annually, paid quarterly in advance. The specific fee depends on negotiations with the program sponsor, the size of your account, the investment strategy, the level of services provided, and whether Navigator Mutual Funds are included.
Areas of Practice
Location
One Liberty Place, 53rd Floor, 1650 Market Street, Philadelphia, PA, 19103