Clarion Advisors Inc. provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Clarion creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Clarion generally limits its investment advice to mutual funds, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.