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PRODUCTS & SERVICES
 At Clark Brothers Investments, there is always a polite, competent, and professional real live person to answer your phone call, or
respond to your email. As we grow, this will not change - "I guarantee it."
Charles Schwab is our clearing firm.
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#1 Rated website.
#1 Rated Equity research rankings among all Wall Street firms.
#1 Rated for Institutional Advisors like Clark Brothers Investments.
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Ability to custodian all of your assets at Charles Schwab.
Consolidation of all your account statements onto one statement.
Rollover options for your 401k, Thrift Savings Plans, or IRAs.
Comprehensive and complete financial plan that includes evaluating your mortgage, budget, cash flow, tax returns, will, life
 insurance, trusts, estate plan, 401k, IRAs, college savings plans, taxable investment accounts, and other businesses
owned/activities.
"The Week in Review", "The Week Ahead", and "Seeking to Keep You Informed" emails designed to keep clients informed and
educated on the stock market.
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The fee schedule below is only a guideline for prospective clients. Please contact us directly for a fee schedule specifically tailored to meet your needs, achieve your goals, and solve your problems.
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Assets of $25,000-$50,000 = 2% of assets fee
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Assets of $50,000-$100,000 = 1.5% of assets fee
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Assets of $100,000-$250,000 = 1% of assets fee
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Assets of $250,000-$500,000 = .75% of assets fee
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Assets of $500,000-$1,000,000 = .5% of assets fee
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Assets of $1,000,000+ = Negotiable fee
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*IRC Sec 212 allows a tax deduction for all investment advisory fees.
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*Fees are charged and collected quarterly after services are rendered. Each client will receive an invoice, and pay Clark Brothers Investments with a separate check. Accounts will not be debited the quarterly investment advisory fee. This form of payment is most beneficial to the client in regards to tax sheltered accounts such as IRA's and 401k's, because the client is not taking out money that can stay in these accounts and grow tax free till retirement.
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Clark Brothers is a truly Independent financial services firm:
"ONLY THE BEST" products by asset class. All 5 star funds (top 10% in category).
Gabelli ABC (Market Neutral) managed by Mario J. Gabelli
Vanguard Global Equity (All Cap Global) team of managers
Janus Contrarian (Large Cap Blend) team of managers
Janus Orion (Mid Cap Growth) team of managers
Third Avenue Value (Mid Cap Value) managed by Martin J. Whitman
Royce Value Plus (Small Cap Growth) managed by Charles Royce
CGM Realty (Sector: Real Estate) managed by Ken Heebner
Schwab International Small Cap ETF (Int'l Small Cap stocks)
Schwab US Small Cap ETF (US Small Cap stocks)
Vanguard Healthcare ETF (Healthcare/Biotech)
Vanguard Energy ETF (Energy)
S&P iShares ETF (Natural Resources)
Vanguard Financial ETF (Financial)
Vanguard Technology ETF (Technology)
Dow Jones US Home Construction ETF (Housing)
Stock Picks selected by Jason R. Clark
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