Clear Net Worth provides investment management and financial planning services. Clear Net Worth does not offer financial planning as a separate service, but discusses financial goals with clients to structure their portfolios. Clear Net Worth manages investment portfolios composed of individual stocks, bonds, options, and exchange traded funds. Clear Net Worth manages all client assets on a discretionary basis.
Assets Under Management$18M
Clients23
Advisors1
Avg. per Client$780K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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