Clarity Wealth Development provides financial planning and investment management services. Financial planning covers tax, insurance, retirement, and estate planning, offered as a one-time service or ongoing with investment management. Clarity creates investment portfolios based on individual client situations and risk tolerance, using stocks, bonds, mutual funds, and ETFs. Clients are responsible for notifying Clarity of any changes in their financial situation or investment objectives.
Assets Under Management$170M
Clients235
Advisors5
Avg. per Client$730K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is subject to a $5,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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