The Clark Group Asset Management (CGAM) provides tailored investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. CGAM manages client assets on a discretionary basis, selecting investments based on market data analysis. CGAM meets with clients annually to review investment goals and portfolios, and is available for consultation during business hours.
Assets Under Management$340M
Clients469
Advisors3
Avg. per Client$730K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable and can vary based on account size, longevity as a client, investment strategy, potential for additional assets, and personalized servicing requested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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