Money & Clarity offers financial planning and investment advisory services. Financial planning ranges from broad-based to single-subject planning. They may recommend third-party money managers, considering factors like performance and fees. They also offer access to third-party programs. Money & Clarity conducts seminars and educational workshops, sometimes with unaffiliated law firms. They also provide consulting and coaching services for independent financial advisors through Advisor Architect Services.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.94% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...