Assets Under Management
$118.6M
Number of Clients
37
Number of Advisors
1
Average Client AUM
$3.2M
AUM per Advisor
$118.6M
Compensation
Fee-Only (AUM)
Clarity Financial Planners manages investment portfolios for individuals, high-net-worth individuals, trusts, and businesses. They offer comprehensive financial planning, including income and estate tax planning, college financial planning, retirement planning, and personal cash flow analysis. Financial planning is included with portfolio management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
168 N. Meramec Avenue, Suite 150, Clayton, MO, 63105