Advisor at Atlas Capital Management Corp
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Firm
Atlas Capital Management Corp
Location
Ft Wayne, IN 46845-1270
Credentials
Series 63, Series 65
Industry experience
11 years
Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Legacy performance fee arrangements: Combination fixed fee (0.5% annually) plus 20% of returns above 10% annual target; or 1/3 of total return in excess of S&P 500 return during measurement period
Fee-only: Fixed annual consulting fees or negotiated percentage of assets for consulting agreements
11130 Coldwater Road, Suite 104
Ft Wayne, IN 46845-1270
Indiana · Michigan · Minnesota
Atlas Capital Management corp
2015 - Present (11 years)
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Insurance agent
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Broker-dealer / trader
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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.
Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63
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