Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
CEO & Founder
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
CEO & Founder
"We charge a fixed flat fee for our services, which helps you build more wealth & avoids the conflicts inherent in the 'percentage' pricing model." - Bradley Clark, CFP®, RICP®, MBA
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $9,500 per year.
Bradley Clark is a Boston, MA fee-only financial advisor servicing clients locally and across the country. Clark Asset Management provides retirement income planning with a straightforward, fixed flat fee to help high net worth retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bradley Clark is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bradley Clark is a Certified Financial Planner™ practitioner, and CEO & Founder of Clark Asset Management, LLC, an investment advisory firm.
He works primarily with couples north of Boston with $1-5 million. He enjoys helping his clients achieve the feeling of relaxed confidence about money.
He also endeavors to do his part to help transform a highly imperfect industry into a helping profession. For example, he believes the way financial advisors are compensated is problematic, hence his unusual fixed flat fee approach.
Prior to founding Clark Asset Management, Bradley held a number of positions relating to strategic and financial planning, and serving individual investors. He was a partner at Oliver Wyman Consulting, Publisher at The Motley Fool, and Founder & CEO at both InvestorGen, LLC and Clark Consulting.
Bradley graduated from Harvard College with an A.B. in economics, cum laude. He also received his MBA from Stanford’s Graduate School of Business, where he graduated as an Arjay Miller Scholar (top 10% of his class).
MY TRUE CALLING…(NEARLY MISSED!)
I was hanging on every word…
It was a beautiful spring day in Palo Alto in 1996.
My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole.
I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie?
I was just entranced.
(It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.)
But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com.
But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling.
I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job.
But something was wrong.
You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills.
There was just one problem with this – I didn’t believe it.
Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it.
(but to be clear, I still believe you can outperform the market without outguessing it – to discover how, click here)
I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling.
I tried jobs in other industries, but something kept pulling me back to investing and personal finance.
And then it finally hit me.
I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC.
Now I get to help people directly and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication.
And I get to do my part to help transform an often shady industry into a helping profession.
It’s awesome.
…if you’d like to learn more, I encourage you to download one of my complimentary guides or check out my complimentary phone consultation.
Bradley Clark is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
If you're like most investors in Massachusetts and New Hampshire, you probably haven't thought too much about how you should actually pay for financial advice.
You should think about it.
Believe me.
You see, advisors are people and people tend to do what they get paid to do.
It's just human nature. We respond to incentives. For example, many advisors will charge you a percentage of your portfolio. This approach looks harmless enough, but can be hazardous to your wealth...and your life goals.
Whether you're trying to figure out how you'd like to pay for financial advice - or you're already working with an advisor - you should check out my complimentary guide "4 Ways to Pay for Financial Advice in Massachusetts and New Hampshire."
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bradley Clark is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bradley Clark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bradley Clark is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Bradley Clark is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Bradley Clark
Office Locations:
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300 Brickstone Square
Suite 201
Andover, MA 01810 -
303 Wyman Street
Suite 300
Waltham, MA 02451 -
170 Commerce Way
Suite 200
Portsmouth, MA 03801 -
15 Constitution Drive
1st Floor
Bedford, MA 03110 -
99 Derby Street
Suite 200
Hingham, MA 02043
