Clark Asset Management
If you’ve got a portfolio of $2 to 8 million and are looking for an actual relationship with a fixed flat fee wealth manager, you should consider us. Physicians love our 100% truly flat fee because it removes the conflicts of interest inherent in the other models, and facilitates more wealth building. Our fee structure typically attracts folks with portfolios of $2 to 8 million. If that describes you, check us out. Our founder and lead advisor Bradley Clark, CFP holds his BA from Harvard and his MBA from Stanford, and was Publisher at The Motley Fool. We believe in evidence-based investing, and construct personalized tax-aware portfolios for physicians using Dimensional Fund Advisors. We give you the feeling of relaxed confidence about your finances, and give you back your most precious asset…your time. To learn more about our service for physicians, please watch our intro video and/or schedule a free consultation.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee
- Location: MA and NH
- Clark Asset Management Application , ADV2
- Website, [email protected] , (978) 364-0605
We charge $7,500 per year per relationship – no percentages, and no tiered pricing by assets!