Claris Financial Advisors provides customized financial planning and investment management services. Financial planning includes cash flow analysis, retirement planning, college planning, estate planning, and tax strategies. Investment management includes advice on stocks, bonds, mutual funds, and exchange-traded funds. Claris tailors its advice to each client's individual needs and goals.
Assets Under Management$38M
Clients99
Advisors1
Avg. per Client$380K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...