Advisor at DMC Wealth Management, LLC
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Firm
DMC Wealth Management, LLC
Location
Birmingham, AL 35205
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.
Fixed fees range from $1,000 to $10,000, depending on client circumstances and complexity
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.10% Over $5,000,000+: Negotiable
Insurance products sales by owner earn commissions separate from advisory fees
$250 per hour, negotiable
Account minimum: No minimum dollar amount to open and maintain an advisory account; however, firm may terminate accounts below a minimum size deemed too small to manage effectively
2101 Highland Avenue South, Suite 220
Birmingham, AL 35205
Alabama
DMC Wealth Management, LLC
2019 - Present (7 years)
DMC Wealth Management, LLC
2018 - Present (8 years)
Bridgeworth, LLC
2012 - 2019 (7 years)
LPL Financial, llc
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
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