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Clark Capital Management Group Review


Trust Score 86%
Trust Score info_outline
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Clark Capital Management Group, federally registered in 1986, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 15 advisors. Clark Capital Management Group manages $7 billion and provides investment advisory services for 19,261 clients (1:1285 advisor/client ratio).

Clark Capital Management Group requires a $0 minimum investment and charges 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 32 years

Considerations


  • There is only one licensed advisor for every 1285 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $377,461
Hybrid Advisor No
Disciplinary History No
Total AUM $7 billion
Advisor / Client Ratio 1:1285
Headquarters Philadelphia, PA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 0.75%


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