Clark
Frese

Asset Strategy Retirement Plan Consultants, LLC

CRD#214135
Investment Advisor
in Camp Hill, PA

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About this Advisor

Clark Frese is a financial advisor based in Camp Hill, Pennsylvania who has 14 years of relevant experience. Frese works at Asset Strategy Retirement Plan Consultants, LLC. During their career, Frese has held roles at Charles River Retirement Consultants, Inc, Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants LLC. Frese is able to operate in Pennsylvania and Texas. Asset Strategy Retirement Plan Consultants, LLC is a financial advisory firm that has its headquarters in Camp Hill, PA. It oversees $63 million in total assets between its 294 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 294 accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on which services are provided. Fees charged by Asset Strategy Retirement Plan Consultants, LLC typically consist of asset-based fees.

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

3500 Market Street, Suite 102
Camp Hill, PA 17011

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Asset Strategy Retirement Plan Consultants, LLC Brokerage Details

Total Assets Under Management

$62,810,355

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

294

PA Average: 3,342
Average Account Size

$213,641

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Clark Frese Work History

Clark has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Asset Strategy Consultants

2008 - Present (16 years)

Asset Strategy Retirement Plan Consultants LLC

2006 - Present (18 years)

Charles River Retirement Consultants, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clark Frese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Strategy Retirement Plan Consultants, LLC

Keaton Macut
Camp Hill, PA
Clark Frese
Camp Hill, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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