A complete list of active advisors currently associated with Clark Asset Management, LLC

Warmer can help you find a great advisor at Clark Asset Management, LLC or one who fits your needs even better.

Clark Asset Management provides wealth management to individual and high-net-worth clients through ongoing investment management and financial planning. The firm’s planning work covers retirement income, integrated tax planning, risk management, estate and college savings, and typically targets clients with moderate to high planning complexity. The firm primarily employs a passive investment approach, building portfolios with index mutual funds and ETFs, implementing rebalancing and tax-loss harvesting, and documenting objectives in client-specific investment policy statements. Clark Asset Management may engage an unaffiliated sub-adviser (SyntheticFi) for portions of certain accounts and uses third-party operational and trading support as part of its implementation process. Distinctive features include a fixed flat-fee compensation model that is not tied to assets under management and the firm charging the same flat fee for discretionary and non-discretionary services, a arrangement that is uncommon among similar team firms. The firm also maintains multiple offices (six) and eschews block (aggregated) trading and custody of client assets, relying on custodians to provide client statements and transaction reporting.

To learn more about the advisors currently working at Clark Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.