Steven Clark
Advisor at Brookstone Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Brookstone Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westlake, OH 44145
Credentials
Series 65
Industry experience
18 years
Steven Clark is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Clark Wealth Management since 2015, alongside his roles at Brookstone Capital Management and Clark Financial Services. Outside of his advisory work, he is the president of the Lakewood Rocky River Rotary and is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, delivering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts with various strategies.
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.
Negotiable up to 2.5% annually total (combined BCM and IAR/Outside RIA fees). BCM portion up to 0.95%, IAR/Outside RIA portion up to 1.55%
Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.
Up to $350 per hour for financial planning services, billed in six-minute increments.
Account minimum: $5,000 to $100,000 (typical range; accounts below minimum may be accepted at discretion) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000 or more, all negotiable.
24481 Detroit Road Suite 430
Westlake, OH 44145
Florida · Ohio · West Virginia
Clark Wealth Management
2015 - Present (11 years)
Brookstone Capital Management, LLC
2007 - Present (19 years)
Clark Financial Services
1994 - Present (32 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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