| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Clark is a licensed insurance agent and may offer clients insurance products, which presents a conflict of interest due to commissions. He is also a pension consultant for Asset Strategy Consultants LLC.