John Clarke is a registered investment advisor at Bcas, based in Bedford, NH, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 286 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Negotiated rates for balances over $20,000,000. This schedule is for Equity or Balanced Portfolios. Fixed Income Only Portfolios have a different schedule: First $2,000,000: 0.65%, Next $3,000,000: 0.50%, Balance: 0.40%. Value Added Cash Management Only Portfolios have a different schedule: First $5,000,000: up to 0.25%, Balance: up to 0.20%. Structured Note Only Portfolios: 0.30%
Fee Estimator
Location
1 Bedford Farms Drive, Suite 102, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Regulatory
October 2003Other Business Activities
John spends nearly full-time on outside business activities, primarily Clarke Farm, a farming business. He also holds positions at Homeland Renewable Energy, LLC and Eccentric USA, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Bcas
Previous Registrations
1st Bccw Capital CORPBroker
Guardian Investor Services CorporationBroker
Guardian Investor Services CorporationBroker
Mcginn, Smith & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.