Clark Asset Management, LLC

*** ONE FIXED FLAT FEE - REGARDLESS OF YOUR PORTFOLIO SIZE ***

We offer a combined investment management and financial planning service, for a fixed flat fee. We believe that managing a larger portfolio isn't more work than managing a smaller one, so it isn't fair to charge more to do it.   

We specialize in serving pre-retirement couples north of Boston with $1 to $5 million investable assets (the total value of all retirement accounts plus regular taxable accounts).

We believe in evidence-based investing, and are one of a small number of firms in the country who are approved to offer funds from Dimensional Fund Advisors (DFA).

Visit our website today and check out our FREE guides.

                

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Advisors at this Office

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This Office

301 Edgewater Pl Ste 100 Wakefield, MA 01880-1281 Phone: (781) 518-0706

Primary Office

300 Brickstone Sq Ste 201 Andover, MA 01810-1497 Phone: (978) 364-0605

Other Offices

303 Wyman St Ste 300 Waltham, MA 02451-1255 Phone: (781) 810-4310
301 Edgewater Pl Ste 100 Wakefield, MA 01880-1281 Phone: (781) 518-0706
170 Commerce Way Ste 200 Portsmouth, NH 03801-3272 Phone: (603) 237-1341