Clark Financial offers investment and financial planning services. Clark manages portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. Clark uses various securities, including stocks, bonds, mutual funds, and options. Financial planning services may include portfolio customization and tailored investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated. There is a separate fee schedule for qualified clients who agree to performance-based fees: $0-$10,000: 2.00%, $10,001-$50,000: 1.50%, $50,001-$100,000: 1.00%, $100,001-$250,000: 0.75%, $250,001-$1,000,000: 0.50%, Over $1,000,000: 0.25%. In addition to the Management Fee, Clark may receive a Performance Fee based upon any gains obtained in the client’s account for the calendar year. This fee will be equal to 20% of any gains in the client account during that period.