Clark Frese
Clark Frese is a registered investment advisor at Asset Strategy Retirement Plan Consultants, LLC, based in Camp Hill, PA, with 22 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 242 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clark is a licensed insurance agent and may offer clients insurance products, which presents a conflict of interest due to commissions. He is also a pension consultant for Asset Strategy Consultants LLC.
Employment History
Current Registrations
Asset Strategy Retirement Plan Consultants, LLC
Previous Registrations
Asset Strategy Consultants LLC
Asset Strategy Retirement Consultants, LLC
Invesmart Advisors INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.