Charles Clark
Charles Clark is a registered investment advisor at Clc Capital Management, based in Grand Junction, CO, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 105 clients with $3.8M 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 $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
The minimum annual fee is $1,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
734 Main Street, Ste. 105, Grand Junction, CO, 81501
Get directionsHistory
Regulatory History (1)
Criminal
March 1991Employment History
Current Registrations
Clc Capital Management
State Registrations1 state
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