Clark Company offers investment and financial advice to individuals, trusts, and businesses. Clark Company provides asset/portfolio management, comprehensive wealth management planning, and income tax preparation & tax planning. Clark Company gathers information from clients concerning their financial history, goals, objectives, and financial concerns to develop customized strategies.
Assets Under Management$140M
Clients169
Advisors1
Avg. per Client$820K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Advisory fees and assets subject to advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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