Clarity Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and retirement plans. The firm builds customized portfolios or utilizes investment model strategies, often coordinating with third-party asset managers to oversee client investments. In addition to investment management, Clarity Wealth Advisors offers standalone financial planning, portfolio consulting, and pension consulting services. The firm tailors its strategies to each client's specific financial situation, risk tolerance, and goals, utilizing approaches such as fundamental and technical analysis, long-term and short-term purchases, and option writing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Family member accounts living in the same household may be combined to reach breakpoints.