Clark Soeten LLC offers asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives in areas like tax planning, retirement, and risk management. The firm creates written financial plans with recommendations, and implementation is at the client's discretion. Ongoing planning services are also available.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Performance-based fees may also apply for qualified clients, not exceeding 20% of investment returns over a 6% hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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