IFS is compensated for investment advisory services by either a percentage of assets under management or fixed fees. Fees are negotiable for both non-retirement accounts and retirement plan accounts. On an annualized basis, fixed fees for non-retirement plan accounts portfolio management services are not based on account AUM, but are negotiable with a maximum of 150 basis points (1.50%). Clients will also incur brokerage and other transaction costs.
5 Concourse Pkwy, Ste 3000, Atlanta, GA, 30328
Get directionsClark owns Weeks Retirement Solutions, providing actuarial consulting, and Weeks Retirement Solutions LLC DBA WRS, offering financial services. He also serves on the board of trustees for SECAMP Association, advises on pension plans, and has ownership stakes in multifamily residential properties and Sherwood Forest consulting.