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:

  1. Schedule a complimentary call with Bradley Clark
  2. Watch our free video class on retirement income
  3. 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

 

Fee Structure

  • 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!