Clarity Investments + Planning offers investment management and financial planning services. They focus on asset allocation, diversification, and minimizing expenses. They work with individuals, high net worth individuals, pension and profit-sharing plans, and corporations. Clients receive tailored advice based on their risk tolerance, time horizon, and financial goals.
Assets Under Management$120M
Clients89
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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