Clariti Wealth Advisors is a registered investment advisor based in Wilmington, Delaware, offering integrated financial planning and investment management services. The firm takes a holistic approach, helping clients with retirement planning, tax strategies, cash flow management, estate planning review, education funding, and insurance analysis. Clariti Wealth Advisors designs personalized investment portfolios using a diversified mix of exchange-traded funds, mutual funds, and alternative assets tailored to each client's risk tolerance, goals, and stage of life. While full-service clients typically have financial assets exceeding $1 million, the firm works with individuals, corporate executives, trusts, and non-profit organizations. Clariti Wealth Advisors also provides hourly consultations for clients with specific, one-off needs. The firm acts in your best interest as a registered investment advisor and works primarily with Fidelity Investments to custody client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees range from 0.45% to 0.95% annually depending on assets and are generally billed quarterly in advance. A minimum annual fee of $5,000 typically applies.
