Clary Financial specializes in retirement and financial planning for individuals. They create client portfolios using mutual funds and exchange-traded funds (ETFs) based on the client's profile, time horizon, objectives, risk tolerance, and liquidity needs. Clary Financial's investment approach is long-term and focused on reaching clients' goals.
Assets Under Management$93M
Clients439
Advisors2
Avg. per Client$210K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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