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CFA

Robert Piton

Total Clarity Wealth Management, INC
22 Years of Experience
Hollis, NH
1 Disclosure
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Robert Piton is a CFA-designated registered investment advisor at Total Clarity Wealth Management, INC, based in Hollis, NH, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,038 clients with $760M in assets under management.

Total Clarity Wealth Management, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,038 clients
Average Client Portfolio
$728K average
Assets Under Management
$755.4M

Fee Structure

Minimum Investment:$10K
Planning is charged separately
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.75%
$50K - $100K2.75%
$100K - $250K2.75%
$250K - $500K2.50%
$500K - $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.75%
$5M+1.75%

Schedule reflects maximum annual fees for the Total Clarity Vision wrap program. Other programs like Value, PreActive, and CB accounts have separate schedules with maximum fees ranging up to 2.50% or 2.75%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Hollis, NH

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History

Regulatory History (1)
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Customer Dispute
June 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a trustee for rental property, dedicating minimal time to it. He also works full-time as a subcontractor for Preactive Investments DBA, managing assets for investment clients. Robert is also a managing member of Resonance Pi, LLC, a software design and development company, but has not spent any time on it yet.

Employment History
Current Registrations
Total Clarity Wealth Management, INC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Rothschild Investment CorporationBroker
January 2014 - January 2018 · 4 yrs
Tjm Investments, LLCBroker
February 2013 - December 2013 · 10 mos
Kovitz Securities, LLCBroker
May 2004 - April 2005 · 11 mos
Kovitz Investment Group, LLC
September 2003 - December 2005 · 2 yrs 3 mos
Rothschild Investment Corporation
August 2001 - January 2004 · 2 yrs 5 mos
Rothschild Investment CorporationBroker
May 1995 - October 2004 · 9 yrs 5 mos
State Registrations2 states
NHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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