Howard Clark is a PFS-designated registered investment advisor at Chf Wealth Management, LLC, based in Lafayette, LA, with 20 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
CHF may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
201 Rue Iberville, Suite 710, Lafayette, LA, 70508
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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 →Employment History
Current Registrations
Chf Wealth Management, LLC
Previous Registrations
1st Global Advisors INC
State Registrations2 states
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