Clarity Financial Planners manages investment portfolios and provides financial planning services to individuals, high-net-worth individuals, trusts, and businesses. Clarity works with clients to determine their investment objectives and risk tolerance, and typically designs portfolios of evidence-based mutual funds or ETFs. Financial planning is included with portfolio management services at no additional cost. Clarity also consults with clients on various financial areas including income and estate tax planning, college financial planning, and retirement planning.
Assets Under Management$120M
Clients37
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$120M
www.clarityfinancialplanners.com ·twitter.com/claritystl ·www.linkedin.com/company/clarity-financial-plan...
Fee Structure
Minimum Investment:$24K
Planning is included in investment management
Minimum Annual Fee:$24,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
Minimum annual fee of $24,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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