Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. The maximum annual fee is 2%, billed quarterly at 0.50%. For 3rd party money manager trading signals, the annual fee is 0.75%. SAM also receives solicitor fees from third-party money managers, typically 1.00%. Clients are responsible for third-party fees like custodian and brokerage fees. There is an additional $15 per quarter fee for services provided by ORION.
Areas of Practice
Advisor Information
Office location
2565 West Maple Rd, Troy, MI, 48084
Get directionsRegulatory History (3)
Customer Dispute
June 2022Employment Separation After Allegations
April 2021Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Clark owns 24th Street Car Guys & Girls, LLC, a real estate holding firm, and is a Managing Partner at Titan Wealth Advisors, LLC, dedicating nearly full-time hours to this role. Clark is also an insurance representative with Secure Investors Group and owns Vault Advisors, LLC, an insurance agency, spending minimal time on the latter.