Clark Wealth Strategies offers investment management services, including custom portfolio design, implementation, monitoring, re-balancing, and tax management. Financial and retirement planning may be requested at no cost. They also offer pension and retirement plan consulting services, variable sub-account management, and 1031 real estate exchange consulting. Client assets can be managed in both a discretionary and non-discretionary manner.
Assets Under Management$43M
Clients70
Advisors4
Avg. per Client$610K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members of Clark Wealth Strategies may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive fees at its discretion. An annual flat fee (billed quarterly) may also be negotiated and approved by Clark Wealth Strategies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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