Clark Asset Management (CAM) provides wealth management services, including investment management and financial planning. CAM manages investment portfolios based on clients' individual needs and goals, and offers ongoing financial planning services covering retirement, tax, risk management, estate planning, college savings, and charitable giving. CAM's services are most appropriate for clients with $1 to $10 million in investable assets.
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.
