Clark Asset Management

Company Description (LinkedIn): We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future. What sets us apart? We have a deep specialty in retirement income planning Bradley Clark is one of only 2% of advisors holding both the CFP and RICP designations We charge a simple fixed flat fee, unlike the 95%+ of advisors earning commissions or percentages We are one of a small percentage of firms approved to offer funds from Dimensional Fund Advisors, the leader in evidence-based investing

• ⏳ Active Since: 2016
• 📍 Location: Andover, MA
• 🔢 Employee Count: 5
• 👥 Followers: 71

From WCI application:

• Services Offered: You’re retired or will retire in the next 7 years
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses

💲 Compensation Options

• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 282
• 🧾 Number of accounts: 386
• 🛍 Average Account Size: $730,069

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.bradleyclark.com