Clarity Wealth Development is an independent registered investment advisor based in Oregon that provides comprehensive financial planning and investment management services. The firm builds tailored investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments based on each client's individual goals, risk tolerance, and financial situation. Comprehensive financial planning covers tax planning, insurance analysis, retirement planning, estate planning, education funding, cash flow analysis, and net worth evaluation. Financial planning is available as a standalone, one-time project or integrated into ongoing investment management services. For households with $500,000 or more under management, financial planning is included as part of the management fee. For smaller accounts or standalone clients, separate fees apply. Clarity Wealth Development operates primarily on a discretionary basis, meaning the firm makes trades on the client's behalf according to an agreed-upon strategy, and holds client accounts at Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a $5,000 minimum annual fee. Fees may be negotiated at the firm's discretion. Alternatively, clients can choose a Net Worth retainer fee of up to 1.00% of net worth.
