Bradley Clark is a CFP-designated registered investment advisor at Clark Asset Management, LLC, based in Stratham, NH, with 9 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Corporate Executives, Education Planning, and 5 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.
Contact
Bradley Clark
Location
Stratham, NH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Clark Asset Management, LLC
Previous Registrations
Resolute Financial, LLC
State Registrations3 states
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.
Exams
Additional Information
6 FACTS ABOUT ME