Clark Kendall is a CFA, CFP-designated registered investment advisor at Kendall Capital Management, based in Rockville, MD, with 25 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 324 clients with $600M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Contact
Clark Kendall
Location
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kendall Capital Management
Previous Registrations
Potomac Asset Management CO INC
State Registrations3 states
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.
Exams
Additional Information
Committed to serving his community, Clark sits on various boards and is involved with many worthy organizations, including the Olney Boys and Girls Club (OBGC), Olney Lions, Sandy Spring Museum and Montgomery County Estate Planning Council. He especially enjoys being a Boy Scout leader and coaching basketball for the Olney Boys and Girls Club.