Kary Meschke is a CFP-designated registered investment advisor at Clark Asset Management, LLC, based in Stratham, NH, with 7 years of industry experience. Kary 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
Stratham, NH
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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.
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Kary volunteers as Treasurer for the Advisory Board at Salvation Army and as Vice President of the Board of Directors for Code Girls United. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Clark Asset Management, LLC
Previous Registrations
Investment Management Group
State Registrations1 state
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