Claris Financial manages financial assets for individuals, families, estates, and trusts. They focus on selecting and monitoring investments within actively managed accounts. Claris determines each client's objectives and risk tolerance during an initial consultation and periodically reaffirms them. Claris offers both discretionary and non-discretionary portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Claris offers programs which allow them to bring investment services to clients by using third-party or separate account managers. Clients electing a separate account manager will be charged the fee described in the Claris advisory agreement. A portion (ranging from .30% to .65%) of the total fee paid to Claris will be allocated to the Separate Account Manager.