Clarity Wealth Development, LLC
Assets Under Management
$170.6M
Number of Clients
235
Number of Advisors
4
Average Client AUM
$726K
AUM per Advisor
$42.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clarity Wealth Development, LLC is an independent firm specializing in comprehensive financial planning and managing client portfolios. They offer tax, insurance, retirement, and estate planning. Investment portfolios are tailored to client goals and risk profiles, using general securities, mutual funds, and occasionally real estate and metals funds.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a $5,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location
262 NW Polk Ave, Corvallis, OR, 97330
