Clark Wealth Strategies is an independent registered investment advisor based in Omaha, Nebraska, offering investment management, retirement planning, variable annuity management, and real estate 1031 exchange consulting services. Founded in 2008 by David B. Clark, the firm builds customized portfolios tailored to each client's goals, time horizon, and risk tolerance using diversified holdings, mutual funds, exchange-traded funds, and institutional managers. Clark Wealth Strategies operates as a fee-only firm, meaning they do not sell products for commissions and are legally required to act in your best interest. The firm handles both discretionary and non-discretionary accounts, emphasizing a disciplined long-term investing approach with regular portfolio monitoring and rebalancing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Related family members may receive a reduced fee, and Clark Wealth Strategies reserves the right to waive or negotiate fees at its discretion. An annual flat fee billed quarterly may also be negotiated.