THE CLARK GROUP ASSET MANAGEMENT

Name: THE CLARK GROUP ASSET MANAGEMENT
Address: 24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629, dana point, CA, US
Telephone: (949) 558-3898
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Dana Point, California

📍 24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629

📞 (949) 558-••••

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📍 24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629

About THE CLARK GROUP ASSET MANAGEMENT

THE CLARK GROUP ASSET MANAGEMENT is a financial advisor located in Dana Point, California. As a local financial advisor, they serve Dana Point and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Dana Point should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Dana Point

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Dana Point may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Dana Point

✓ Check online reviews and ratings before hiring

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Frequently Asked Questions

How much does a financial advisor cost in Dana Point?

Financial Advisors in Dana Point typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Dana Point?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Dana Point to choose from.

Does THE CLARK GROUP ASSET MANAGEMENT offer free quotes?

Contact THE CLARK GROUP ASSET MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.