Neal Heslor is a registered investment advisor at Clark Asset Management, LLC, based in Ontario, NY, with 13 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 220 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clark Asset Management's fees are a flat $12,500 per year, paid quarterly or monthly. This fee covers both investment management and financial planning services. Because the fee isn't tied to the value of your investments, CAM develops a written investment policy statement to guide the ongoing management of your assets.
Location
Ontario, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clark Asset Management, LLC
Previous Registrations
Cobblestone Capital Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ensemble Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.