Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a $5,000 minimum annual fee.
Fee Estimator
Contact
Kay Dee Cole
Location
262 NW Polk Ave, Corvallis, OR, 97330
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kay owns real estate through Clarity Properties, LLC since 2000, spending a few hours per week on paperwork and filing forms. This activity is not investment-related.
Employment History
Current Registrations
Clarity Wealth Development, LLC
State Registrations2 states
Exams
Additional Information
My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..