Senaida Bautista
Senaida Bautista is a registered investment advisor at Clarity Wealth Management LLC, based in Montague, MA, with 7 years of industry experience. Senaida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $8.5M 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 | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
This fee schedule is for direct asset management services. The annual fee is negotiable. When using Sub-Advisors, the Client will pay additional fees ranging from 0.12% - 0.75% annualized, based on the assets managed by the Sub-Advisor.
Fee Estimator
Location
432 Greenfield Road, 2nd Fl, Montague, MA, 01351
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 ActivitiesSells Insurance
Senaida is the owner and insurance agent for Steadfast Insurance LLC, dedicating a few hours per week. She also serves as a board advisor for the Beacon Hill Womens Forum and is involved with the Amhurst Womens Club, spending minimal time on each.
Employment History
Current Registrations
Clarity Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
Park Avenue Securities LLC
State Registrations2 states
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.