CLC Capital Management was founded in 2004 by Charles L. Clark and is based in Grand Junction, Colorado. The firm provides personalized investment management and financial planning services to individuals, families, institutions, and profit-sharing plans. Services include retirement planning, cash flow management, education funding, tax strategies, and estate planning. The firm uses a core and satellite investment approach, combining passively managed index funds with actively managed investments to build globally diversified portfolios. Charles L. Clark serves as the sole owner and principal adviser, focusing on tailored relationships and ongoing advice. The firm operates as a fee-only practice, meaning it does not accept commissions for selling financial products.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee is $1,000 and is negotiable.