Robyn Clarke
Robyn Clarke is a CFP-designated registered investment advisor at Towneley Capital Management, INC., based in Laguna Hills, CA, with 21 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 240 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable. New accounts with an average daily balance below $500,000 are charged a minimum quarterly fee of $1,250, not to exceed 0.50% of the average daily balance of the account per billing period.
Fee Estimator
Location
23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653
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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
Towneley Capital Management, INC.
Previous Registrations
Towneley Capital Management, INC.
State Registrations2 states
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