RC
CFA
RC
CFA

Richard Clemens

22 Years of Experience
Dublin, OH

Richard Clemens is a CFA-designated registered investment advisor at Hawk100, based in Dublin, OH, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 22 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$555K average
Assets Under Management
$12.2M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

This fee is for HawkHunt fully discretionary investment advice. HawkNest fully discretionary investment advice is 1.0% of portfolio. Hawk100 reserves the right to negotiate a fee schedule with each Member, which may differ from the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Metro Place North, Suite 100, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hawk100
January 2009 - Present · 17 yrs 3 mos
Previous Registrations
J.W. Coons Advisors, LLC
August 2006 - October 2009 · 3 yrs 2 mos
Hawk Investment Management, LLC
September 2004 - December 2006 · 2 yrs 3 mos
Equity Capital Management
July 2003 - February 2004 · 7 mos
Greenfield/lewis Investment Counsel
March 2003 - May 2003 · 2 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.