Curtis Clark
Curtis Clark is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 20 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 173 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:
- Up to $250,000: 2.9% (2.0% for Florida residents)
- $250,001 - $500,000: 2.5% (2.0% for Florida residents)
- $500,001 - $1,000,000: 2.0%
- $1,000,001 - $2,000,000: 1.5%
- $2,000,001 - $5,000,000: 1.0%
- $5,000,001 and above: 0.75%
These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.
Location
3789 Attucks Dr, Powell, OH, 43065
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2014Judgment / Lien
July 2013Other Business Activities
Curtis is a managing partner for The Pension and Retirement Group, a financial services business. He dedicates full-time hours to this role and is compensated by commissions.
Employment History
Current Registrations
Capital City Asset Management Group, LLC
Capital City Securities, LLC
Capital City Securities, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Southeast Investments, N.c., INC.Broker
Nylife Securities LLCBroker
Natcity Investments, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations5 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.