Claro Advisors Inc. is a registered investment advisor located in Boston, Massachusetts, that provides customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. Claro Advisors Inc. employs a fundamental analysis approach with a long-term focus, constructing portfolios primarily using exchange-traded funds and mutual funds, while also utilizing individual stocks, bonds, options, and digital assets when appropriate. The firm offers specialized service models including the Claro Growth Program, portfolio overlay services through Portfolio Boost, and proprietary investment strategies under Claro Intelligent Strategies. In addition to investment management, Claro Advisors Inc. provides retirement plan consulting, financial institution consulting, and manages a private fund. Claro Advisors Inc. acts as a fiduciary for its clients, putting their interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees range from 0.50% to 1.50% based on complexity, asset level, and services. Fees are negotiable at the firm's discretion.