Clark Wealth Partners offers investment advice tailored to individual client needs, including discretionary portfolio management. They primarily allocate assets among mutual funds, exchange-traded funds (ETFs), individual equities, and model portfolios. Clark Wealth Partners also offers financial planning services, either as part of portfolio management or as a stand-alone service. They provide access to estate planning assistance through a third-party platform.
Assets Under Management$210M
Clients410
Advisors3
Avg. per Client$520K
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts above $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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