Kristina Tenney-Gatto is a registered investment advisor at Total Clarity Wealth Management, INC, based in St. Charles, IL, with 2 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 996 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Clarity offers several investment management programs, including Vision, Value, and PreActive accounts. Fees are calculated as a percentage of the account value, billed quarterly.
- Vision and Value Accounts: Fees are based on the account value at the end of the previous quarter.
- PreActive Accounts: Fees are based on the average daily balance of the account over the previous quarter.
Fees are negotiable and may vary among advisors. The total fee for Value and PreActive accounts (advisory fee plus transaction fees) could be high compared to industry standards. There are also Vision CB and Value CB accounts with different billing schedules.
Location
525 Tyler Rd, Suite T, St. Charles, IL, 60174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Total Clarity Wealth Management, INC
State Registrations1 state
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