T. Clark & Associates offers personalized financial planning and connects clients with third-party money managers. Financial planning covers areas like investments, insurance, retirement, and estate planning. T. Clark also holds educational seminars. Tony Clark, the owner, is also a licensed insurance agent.
Assets Under Management$690K
Clients7
Advisors1
Avg. per Client$98K
Avg. per Advisor$690K
Fee Structure
T. Clark & Associates does not directly manage client investments. Instead, they connect you with third-party money managers. These managers charge a percentage of your assets. T. Clark receives a portion of those fees for connecting you and providing ongoing support. The specific fees charged by the money managers will be disclosed to you before you sign any agreements.
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