Rania Ghawi is a CFP-designated registered investment advisor at Clarity Wealth Partners, based in San Rafael, CA, with 1 years of industry experience. Rania 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period. When Clarity Wealth Partners uses outside managers, their fees are separate and in addition to Clarity Wealth Partners' fees, but the combined fee will not exceed 2% of assets under management.
Fee Estimator
Location
San Rafael, CA
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 →Employment History
Current Registrations
Clarity Wealth Partners
Previous Registrations
Beacon Pointe Advisors, LLC
Waypoint Wealth Partners
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.