Benjamin Clark is a CFP-designated registered investment advisor at Simplicity Wealth, based in Clearwater, FL, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
1499 Gulf to Bay Blvd, Clearwater, FL, 33755
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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
Benjamin is an advisor development consultant for Universal Financial Consultants, focusing on insurance and tax businesses, dedicating nearly full-time hours. He also engages in wholesale insurance sales through Clark Wealth, LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Simplicity Wealth
Ernst & Young Investment Advisers LLP
State Registrations1 state
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