Clark Asset Management is a registered investment advisor founded in June 2016 and based in New Hampshire. The firm provides wealth management services that combine ongoing investment management and financial planning. Clark Asset Management builds individually tailored investment portfolios primarily using passive investment strategies, such as index mutual funds and exchange-traded funds, focusing on tax efficiency and low portfolio expenses. The firm's financial planning covers retirement income planning, integrated tax planning, risk management and insurance reviews, inter-generational asset transfers, college savings planning, and charitable gift planning. Clark Asset Management serves individuals and high net-worth individuals, accommodating both discretionary and non-discretionary account 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.
