Clark Wilson Capital Management is a registered investment advisor founded in 1993 and operated by sole proprietor Clark Wilson in San Clemente, California. The firm provides a wide range of investment services tailored to individual circumstances, including stock selection, mutual fund and exchange-traded fund selection, option strategies, and retirement account management. Clark Wilson Capital Management relies heavily on the growth stock philosophy known as CAN SLIM, focusing on technical analysis and strict risk management through stop-loss orders. Services also include specialized proprietary allocation systems for retirement plans and annuities. The firm serves a variety of clients ranging from individual retail investors to institutional accounts, utilizing discount brokerages and active portfolio monitoring to execute its strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.60% |
| $10.0M - $20.0M | 1.20% |
| $20M+ | 0.80% |
Fees may be negotiable on a case-by-case basis, particularly for institutional clients or volume accounts. Active accounts for accredited and qualified clients may also include a 20% performance-based fee in addition to the base fee schedule.