Clarity Asset Management manages investment portfolios and provides personalized financial planning for individuals, families, trusts, estates, and businesses. Clarity builds customized, long-term portfolios using mutual funds, exchange-traded funds, and individual stocks based on each client's specific goals, risk tolerance, and financial situation. Clarity operates as a registered investment advisor and serves as a fiduciary, meaning the firm is legally required to act in your best interest. In addition to managing investments, Clarity offers financial planning covering retirement, personal savings, education funding, and investment strategies. Clients generally need a minimum portfolio size of $500,000 to work with Clarity, though the firm may waive this minimum at its discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
Fees are negotiable at the discretion of the advisor.
