Clark Asset Management, LLC

Wealth Management Firm in Strafford County, NH

Firm Info
Address: 170 Commerce Way #200, Portsmouth, NH 03801, USA
Phone: (603) 237-1341

Firm Size
Assets Under Management: $199.4 million
# of Advisors: 3
# of Clients: 291
Client to Advisor Ratio: 97:1
Average Account Size: $685,143
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Clark Asset Management, LLC Overview

Clark Asset Management, LLC is a fee-only registered investment advisory firm headquartered in Portsmouth, NH. Since its inception in 2021, the firm has been providing investment advice services to individuals and small businesses. As an investment advice-only firm, Clark Asset Management does not sell financial products, meaning their focus remains solely on meeting their clients' investment needs. Their services include financial planning and portfolio management. Their financial planning approach centers on understanding their clients' unique financial goals and tailoring customized plans to achieve them. Meanwhile, their portfolio management services are designed to help clients manage their investments strategically in line with their specific objectives, risk tolerance, and time horizon. As a fee-only firm, Clark Asset Management charges clients a flat fee for their services with no hidden costs or commissions, thereby ensuring transparency and objectivity in their recommendations. The firm strives to build lasting relationships with their clients and work collaboratively with them towards achieving their financial objectives.

CLARK ASSET MANAGEMENT, LLC has a diverse range of clients, catering to individuals from various backgrounds. The firm gives equal attention to all its clients, regardless of their financial status. The firm's clientele includes high net worth individuals seeking personalized and tailored financial planning. The firm understands the significance of client trust and aims to provide the best possible investment advisory services. CLARK ASSET MANAGEMENT, LLC offers different fee structures according to the type of service provided. The firm offers fixed fees, which involve charging a set amount for a specified service or package. This fee structure is particularly useful for clients seeking a specific range of services and prefer predictable expenses. The fixed fee structure provides the client with a clear and mutual understanding of the services to be provided and the associated cost. This type of fee structure ensures transparency and allows for an accurate estimation of the overall expenses that the client will incur. The firm also offers other fee structures like hourly fees, asset-based fees, and hybrid models. The fees vary depending on the complexity of the services provided, the size of the asset portfolio, and the time required to manage the investment. CLARK ASSET MANAGEMENT, LLC's flexible approach ensures that the client's financial needs are met, and transparency is maintained.

Typical Clients, Fee Structures & Investment Minimum

According to CLARK ASSET MANAGEMENT, LLC's Part 2 Brochure note about investment minimums, the firm does not have a minimum account size requirement. However, it is specified that the wealth management service is most appropriate for clients with $1 to $10 million in investable assets and moderate to high financial planning complexity.

How This Office Can Help Strafford County, NH Residents

Clark Asset Management, LLC provides comprehensive financial planning and investment management services to clients in Strafford County, NH. The firm recognizes that each client has unique financial needs and goals, and works closely with them to develop customized investment strategies that align with their objectives. The team at Clark Asset Management, LLC is committed to helping clients achieve financial security and independence by providing expert advice and sound investment guidance. Residents of Strafford County, NH may face a variety of financial challenges, such as planning for retirement, managing debt, saving for college, and creating an estate plan. Clark Asset Management, LLC can provide guidance on all of these issues, helping clients navigate complex financial decisions and make informed choices about their investments. Whether it's developing a personalized retirement plan, creating a diversified investment portfolio, or managing risk through asset allocation and tax planning strategies, the team at Clark Asset Management, LLC is committed to helping clients achieve their financial goals and secure their financial future.

To view the Minimum Investment and Fee Schedule for Clark Asset Management, LLC, visit their Part 2 Brochure.

Services Offered by Clark Asset Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Clark Asset Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 170 Commerce Way #200, Portsmouth, NH 03801, USA
Phone (603) 237-1341
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 170 COMMERCE WAY, SUITE 200, PORTSMOUTH, NH 3801, United States

This firm has no other locations.

State Registrations

Clark Asset Management, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • Texas

Disciplinary History

Clark Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.