Clark Private Wealth (CPW) offers wealth management services to individuals, high net worth individuals, trusts, and estates. CPW provides investment management using exchange-traded funds and individual stocks, and financial planning covering investment, retirement, education savings, and insurance needs. CPW acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.