Michael Levy is a CFP-designated registered investment advisor at Clark Asset Management, LLC, based in Broomall, PA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 220 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clark Asset Management's fees are a flat $12,500 per year, paid quarterly or monthly. This fee covers both investment management and financial planning services. Because the fee isn't tied to the value of your investments, CAM develops a written investment policy statement to guide the ongoing management of your assets.
Location
Broomall, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clark Asset Management, LLC
Previous Registrations
Riversedge Advisors
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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