Joseph Clark
Joseph Clark is a CFP-designated registered investment advisor at Financial Enhancement Group, based in Anderson, IN, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,281 clients with $990M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.5M | 0.85% |
| $7.5M - $12.0M | 0.80% |
| $12.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
All advisory fees are negotiable. Additional fee schedules are offered based on family, employee, and legacy relationships.
Fee Estimator
Location
2704 Enterprise Drive, Anderson, IN, 46013
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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
Joseph is a licensed insurance agent for life and health companies since 1987, dedicating minimal time to this activity. He is also an IAR-Lead Adviser, Training, Managing Partner, Financial Planning at Financial Enhancement Group, LLC, and involved in other business activities including rental income, radio shows, passive ownership in Thrasher Analytics, LLC, commercial real estate co-ownership, and board membership at Indiana Natural Resources Foundation.
Employment History
Current Registrations
Financial Enhancement Group
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Ffp Securities, INC.Broker
Pml Securities CompanyBroker
Franklin Financial Services CorporationBroker
State Registrations2 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.