Phillip Clark
Phillip Clark is a registered investment advisor at Omnistar Financial Group, INC., based in Wilmington, NC, with 24 years of industry experience. Phillip 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, Investment Management, and 2 more. Their firm serves 261 clients with $290M 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 $300K | 2.00% |
| $300K - $500K | 1.75% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Legacy clients may be charged under a different fee schedule. Cover Call Fee Rates are also available. Fees are negotiable.
Fee Estimator
Location
1712 Eastwood Road, Suite 212, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2010Customer Dispute
November 2008Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Phillip is involved with Omnistar Financial Group Inc. as an RIA and in insurance sales, dedicating nearly full-time hours to overseeing operations, investment advice, client reviews, and case design. He is also an investor in Sunny Day Food LLC and real estate for beach rental property, both of which are passive investments, and a licensed insurance agent.
Employment History
Current Registrations
Omnistar Financial Group, INC.
Previous Registrations
North Star Financial Group, INC.
On Investment Management CO
Linsco/private Ledger CORP.
Carillon Investments, INC
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.