Clark & Stuart offers investment management services, focusing on high-quality, lower-risk companies with consistent growth. They manage portfolios on a discretionary basis, meaning they make trades without asking for permission first. Clark & Stuart does not solicit new clients or advertise. They are legally required to act in your best interest. They do not participate in wrap fee programs.
Assets Under Management$170M
Clients170
Advisors3
Avg. per Client$990K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
For Not-for-Profit institutions the fee is 0.5% per year. For Family accounts the fee is 0.7% per year. The maximum annual management fee is $25,000 per client. The fee structure is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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