Kevin Clark
Kevin Clark is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 27 years of industry experience. Kevin 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, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
Location
8315 Cantrell Road, Suite 200, Little Rock, AR, 72227
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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 →Other Business ActivitiesSells Insurance
Kevin is the owner of NEA Financial Services, LLC, doing business as NEA Accounting, and is involved in sales of fixed products, payroll and bookkeeping, and tax preparation. He also owns rental property through KC Executive Properties LLC, dedicating minimal time to this.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Previous Registrations
Trent Capital Management, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Securities America, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Securities America, INC.Broker
Advantage Capital CorporationBroker
Primevest Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
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.