Clark Financial LLC’s principal service is providing fee-based investment advisory services and financial planning services.  Clark Financial practices custom management of portfolios, on a discretionary basis, according to the client’s objectives.

Clark Financial provides investment advisory services and portfolio management services but does not provide securities custodial or other administrative services.  At no time will Clark Financial accept or maintain custody of a client’s funds or securities.

Financial Planning
In addition to investment supervisory services, Clark Financial may provide Financial Planning Services to some of its clients.  Clark Financial Planning services may include recommendations for portfolio customization based on their client’s investment objectives, goals and financial situation.  Financial Planning Services may also include recommendations relating to investment strategies as well as tailored investment advice. 

Asset Management Fees
Pursuant to an investment advisory contract signed by each client, the client will pay Clark Financial a quarterly Management Fee, payable in arrears, based on the amount of the assets managed by Clark Financial as of the close of business on the last business day of each quarter.  

Hourly fees
Clark Financial also offers investment advisory advice and/or financial planning advice based on an hourly fee rather than based on the assets under management.  Clark Financial’s hourly fee will be billed at a rate of $100 per hour.  Clark Financial’s hourly fees will be negotiated and agreed upon by the parties in advance.  Hourly fee-based clients are billed on a monthly basis upon completion of work performed. 

Performance Fees
In addition to the Management Fee, Clark Financial may receive a Performance Fee based upon any gains obtained in the client’s account for the calendar year.  This fee will be equal to 20% of any gains in the client account during that period.  The Performance Fee will be subject to a “high water mark” to ensure that Clark Financial will not receive the Performance Fee unless, and only to the extent that, there are cumulative gains in the client’s account during the calendar year.  Performance fees will be calculated after the end of the calendar year and will be deducted automatically from the client’s account at the same time as the fourth quarter Management Fee.  Only “qualified clients” with either $1,000,000 under management or a net worth of $2 million, will be charged performance fees.

Please contact us for a brochure and more information.