Clarke Wilson Capital Management provides investment services customized to each client's needs. These services include market timing, stock selection, mutual fund and ETF selection, option strategies, 401k management, portfolio management, and institutional services. The firm uses the CAN SLIM™ investment philosophy. Clarke Wilson also develops web and mobile apps using the same engine as 401k ScienceTM.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Clarke Wilson Capital Management charges a percentage of your portfolio each year. The rate decreases as your portfolio grows. There are different fee schedules based on client status (Non-Accredited, Accredited, Qualified, Institutional). Actively managed client accounts are managed in the same way, following the CAN SLIM™ methodology.
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