Karen Malchione is a registered investment advisor at Clariti Wealth Advisors, based in Wilmington, DE, with 5 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees range from 0.45% to 0.95% annually. Subsequent adjustments will be made every two years, or if the fee, as calculated according to the schedule in the Service Agreement, is 20% higher or lower than the current plan management fee being charged. Alternatively, Clariti may propose a flat fee structure. There is a minimum annual fee of $5,000 for full-service clients.
Fee Estimator
Location
2710 Centerville Road, Suite 201, Wilmington, DE, 19808-1644
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clariti Wealth Advisors
State Registrations2 states
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