Andrew Clark
Andrew Clark is a ChFC-designated registered investment advisor at Lexaurum Advisors, based in Overland Park, KS, with 37 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B 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 | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2013Other Business ActivitiesSells Insurance
Andrew is a marketing consultant, president of the Tysons Corner Chamber of Commerce, and an insurance agent selling life, health, disability, and long-term care insurance. He also fundraises for Phillips Programs and manages Google Adwords accounts for nonprofits.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.