Alena Zaffery is a registered investment advisor at Clarity Wealth Development, LLC, based in Corvallis, OR, with 1 years of industry experience. Alena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 226 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a $5,000 minimum annual fee. Fees may be negotiated at the firm's discretion. Alternatively, clients can choose a Net Worth retainer fee of up to 1.00% of net worth.
Fee Estimator
Location
262 NW Polk Ave, Corvallis, OR, 97330
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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 Wealth Development, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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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