Clarity Financial provides investment advice and financial planning. The firm creates diversified portfolios tailored to each client's goals and risk tolerance, potentially excluding certain securities based on client preferences. Clarity Financial monitors investments and financial plans, meeting with clients as needed to ensure strategies align with their goals. The firm does not receive commissions.
Assets Under Management$32M
Clients50
Advisors1
Avg. per Client$650K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiated at the discretion of Clarity Financial. Some current clients are on grandfathered or reduced advisory and planning fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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