Advisor at Clc Capital Management
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Firm
Clc Capital Management
Location
Grand Junction, CO 81501
Credentials
Series 63, Series 66
Industry experience
21 years
Charles Clark Jr. is a financial advisor at CLC Capital Management in Grand Junction, CO, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CLC Capital Management since 2004. CLC Capital Management provides investment advisory and financial planning services to individuals, families, institutions, and pension or profit-sharing plans. The firm uses a core-and-satellite investment approach combining index funds and ETFs with active selections, and offers pension consulting and portfolio management services alongside regular client reporting.
Based on Clc Capital Management
Based on Clc Capital Management
Financial planning fee minimum $1,000 and negotiable.
$0 - $100,000: 1.00% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 1.00%
Account minimum: $1,000 Minimum fee: Minimum annual fee is $1,000 and is negotiable. Fee-only: Strictly a fee-only investment management firm, no commissions.
734 Main Street, Ste. 105
Grand Junction, CO 81501
Colorado
Clc Capital Management
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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