Clear Investment Research offers ongoing investment management, retirement consulting for companies, and financial planning services to individuals and high-net-worth clients. For investment management, they monitor accounts and provide advice on investments based on your financial situation and goals. Financial planning involves gathering data on your needs, goals, and risk tolerance to create plans for things like retirement or college funding. They can tailor services to your specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.90% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.40% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.