Simpsonville, SC Office
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Clark Asset Management, LLC
Team
Firm-wide stats for Clark Asset Management, LLC
About
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.
Based on Clark Asset Management, LLC
Expertise
Based on Clark Asset Management, LLC
Location
Simpsonville SC
Advisors at this office
1
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