The Clark Group Asset Management
Dana Point, California
5.0
11 Reviews
The Clark Group Asset Management, headquartered in Dana Point, CA, is a small investment advisory firm with a team of five highly experienced professionals. With three dedicated investment advisors, they provide personalized financial guidance to their diverse clientele. The firm boasts an impressive average of approximately $24,050,000 in assets under management per investment advisor. The Clark Group's compensation structure is multi-faceted, encompassing various methods such as a percentage of assets under management and performance-based fees. This approach ensures their interests align with those of their clients, fostering ...
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Assets Under Mgmt

$211.79M

Investment Professionals

3

Locations

0

% 401K & Individual

37%

% Discretionary

79%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS
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