Assets Under Management
$437.7M
Number of Clients
421
Number of Advisors
N/A
Average Client AUM
$1.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Clarity Capital Partners offers customized investment advisory solutions and financial planning services to individuals, high net worth individuals, trusts, estates, companies, a private fund, and pension/profit sharing plans. They coordinate with clients' other advisors for tax efficiency, asset protection, and legacy planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,001.
5000 Birch Street, Ste 100, Newport Beach, CA, 92660