Our Investment Services are held and serviced by TD Ameritrade Institutional.
Steven and Jonathan always start with a risk questionnaire. Once completed they walk clients through a menu of choices. Once invested accounts will be managed to the terms of the standing Investment Policy Statement.
Checkbooks are available for accounts at TD Ameritrade. Withdrawals can also be completed by filling out forms manually.
Yes, Steve and Jonathan will have a Morningstar Report created to give some guidance on your current holdings. There is no charge for this service.
Clark Wealth Management does not charge a hourly rate. They are a wrap fee based advisors. This is dictated by their IPS(Investment Policy Statement).
Appointments can be scheduled by calling the office at 216-521-2201 or by filling out the form on this website.
The more things change the more they stay the same in wealth management. Checkout this commercial from over 10 years ago!
Investment Advisory Services offered through Brookstone Capital Management LLC(BCM), a registered investment advisor. BCM and Clark Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Copyright © 2017 Clark Wealth Management - All Rights Reserved.