Clear Wealth Management provides investment management services to help clients achieve financial goals like retirement income and wealth accumulation. They assess a client's financial situation to determine a suitable investment strategy. They also offer consulting services to businesses for their company retirement plans, such as 401(k)s, helping with due diligence and monitoring mutual fund menus. Fees are negotiable.
Assets Under Management$88M
Clients125
Advisors2
Avg. per Client$700K
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
For the benefit of discounting our asset-based fee, we will aggregate accounts within the same household unless instructed by the client not to do so.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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