Antonia Clearwaters
Antonia Clearwaters is a CFP-designated registered investment advisor at Clarity Investments + Planning LLC, based in Mount Kisco, NY, with 16 years of industry experience. Antonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 90 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and pre-existing relationships. Subject to a $4,000 minimum annual fee.
Fee Estimator
Contact
Antonia Clearwaters
Location
118 North Bedford Road, Suite 100, Mount Kisco, NY, 10549
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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 →Employment History
Current Registrations
Clarity Investments + Planning LLC
State Registrations1 state
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
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