Clark Asset Management
We are one of the only truly fixed flat fee retirement income experts in existence, serving clients across the country.
Our firm is geared toward you if:
- You’re retired or will be retiring in the next 7 years
- You have a total portfolio of $2M or more
- You’re concerned about generating (and protecting) income for life
- You don’t like complex fee structures (%, tiered, hybrid, etc.)
We charge a single fixed flat fee of $9,500 per year for investment management & financial planning.
Our investment philosophy is simple, very low cost & extremely tax efficient. You can choose our Vanguard ETF strategy and/or our DFA (Dimensional Fund Advisors) strategy.
Here are 3 ways to learn more about our beliefs and approach:
- Schedule a complimentary call with Bradley Clark
- Watch our free video class on retirement income
- Access our retirement income cheat sheet
Here’s a little background on Bradley Clark (Founder & CEO)
- Harvard BA, Stanford MBA
- Former Publisher, The Motley Fool
- Retirement Income Certified Professional (RICP)
- Certified Financial Planner™ (CFP®)
- Ideal Client: You're 50+, have $2-8M+, and want a simple flat fee
- Location: Boston, MA
- Clark Asset Management Application , ADV2
- Website, [email protected], (978) 364-0605
- Single Fixed Flat Fee of $9,500 per year
- One of the only advisors in the country with a single fixed flat fee – don’t be penalized for having a larger portfolio!