Clarity Wealth Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create investment plans and manage portfolios with discretionary authority. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clarity Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$240M
Clients944
Advisors4
Avg. per Client$250K
Avg. per Advisor$59M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...