Clare Market Investments provides investment management services, where they manage your investments based on your goals and risk tolerance. They also offer comprehensive wealth management, which combines investment management with ongoing financial planning. Financial planning includes retirement, tax, estate, insurance, education, and legacy planning. Clare Market does not provide legal advice, tax return preparation, or insurance policy issuance.
Fee Structure
Clare Market Investments' fees are based on a percentage of the value of your portfolio. If you choose comprehensive wealth management, the fee includes financial planning. The specific fee schedule is in your agreement. Fees may be negotiable. If you only elect investment advisory services, you will not receive financial planning services.