Michael Levy is a CFP-designated registered investment advisor at Clark Asset Management, LLC, based in Broomall, PA, with 10 years of industry experience. Michael 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 4 more. Their firm serves 275 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clark Asset Management charges a flat annual fee of $12,500 per client for its wealth management services, which include both investment management and financial planning. Clients can pay this fee quarterly in advance or monthly by check or electronic payment. Because the fee is a flat amount rather than a percentage of your portfolio, it does not change based on how much money you invest.
Location
Broomall, PA
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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
Riversedge Advisors
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
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.
Exams
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