Clark Asset Management, LLC - Portsmouth, New Hampshire

Mark S.

Clark is the third financial manager we’ve had over the years, and the first that we can honestly say we are absolutely delighted with. They consistently put client interests first, offer well-considered, wise counsel and are always quick to respond. They have run us through multiple highly customized retirement scenarios with great skill. We always had the feeling, with our prior financial planners, that they were essentially salesmen pushing whatever their analysts fed them; not so with Clark - the people you deal with are the people doing the analysis. Add to that their flat fee payment scheme, which does not incentivize unproductive trading nor penalizes clients for the size of their portfolio, and Clark has given us vastly better service at lower cost. These people are absolutely the model of what financial planning should be!

G W.

Finding a financial advisor was a difficult process for me as I do not have much experience with investing or retirement planning. I was pleased to be introduced to Clark Asset Management as they took the time to explain the process in detail and came up with different scenarios I could choose from to meet my future needs.

I found them very knowledgeable and they were also able to advise me on how to manage my overseas assets. Any time I had a question, they were quick to respond and were happy to walk me through the process.

Since our first meeting, I have taken it upon myself to learn more about investment options and have found that Clark Asset Management’s policy of charging a flat fee rather than a percentage for their services is great value for money.

I have been pleased with the advice I have received and have also recommended them to my friends.

Kathryn F.

We have trusted Bradley and his team with our financial advising and investments portfolio for about 2 years. As a young couple, we were in need of education and guidance when we received an inheritance and our finances become more complex. Bradley took the time to meet with us and help us talk through our goals.

His team has also helped us navigate life changes such as marriage, home buying, health insurance, and job changes. We are grateful to have a trusted advisor to turn to with proactively planning for the future, as well as reacting to any changes throughout our life.

Another great aspect of working with Bradley is access to his referrals list of trusted vendors for tax preparation, estate planning, and life insurance, among others. This has been very helpful. We highly recommend Bradley and his team!

Jeff R.

We have been with Brad and his team for a few years now and it has been great! We really like the fact that he's a fiduciary and has a flat fee structure. He was very helpful at getting our financial affairs in order and coming up with a "retirement game plan". He didn't just say "this is what you should do". He listened to what our investment and retirement goals were and used his financial expertise to come up with a plan to help us achieve those goals. He and his team are also very responsive to emails and calls whenever we have questions. If you're looking for a financial advisor we would highly recommend Brad Clark.

Angelo A.

Clark Asset management offers exactly what I was looking for: advisory services for retirement, college planning, and general financial planning while having incentives completely aligned. Clark Asset Management unique approach to wealth management and the flat fee based compensation ensures my financial goals are met in a uncompromised way .

Spencer D.

Bradley Clark and his team are exactly the kind of people you want to work with -- their personality and responsiveness are matched by their knowledge and skill. It is all extremely high quality and high value. They spend time listening to you, and work to ensure the choices you make will align with your goals.

They don't always tell you what you want to hear, but they take the time to walk you through the rational reasons behind their suggestions.

I was referred by a friend who is one of the smartest people I know and has been a client for years. That was a great referral; we have been pleased with CAM's approach and the results we have enjoyed. If you are looking for solid financial management that gives peace of mind, you'll be happy.

carolyn S.

Brad Clark help us plan how to retire. How best to use our stock assets to benefit our church. He also advised us how to reduce taxes on our RMD's. He responses quickly to questions. Sets up a regular review to determine if there are changes that need to be made.

David B.

Harvard B.A., Stanford M.B.A. for a flat fee. Easy to work with. Smarter, better educated than the financial advisors that charge 1% of your assets and can't beat the S&P 500 net of fees.