Clear Retirement Advice manages investment portfolios and provides goal-based financial planning for individuals and families. The firm builds customized portfolios using fundamental analysis and modern portfolio theory, investing in mutual funds, fixed income securities, real estate funds, exchange-traded funds, annuities, and commodities. When managing portfolios, Clear Retirement Advice creates an investment policy statement tailored to each client's goals and risk tolerance, and has the authority to make trades without asking first. Financial planning services cover taxes, insurance, estate planning, charitable gifting, cash flow, and family obligations. Financial planning is included at no extra cost when clients use the firm's portfolio management services, but can also be purchased as a standalone, one-time service.
Fee Structure
Clear Retirement Advice charges a flat fee of up to $7,000 per year for ongoing portfolio management services, paid quarterly in advance. When you hire Clear Retirement Advice to manage your portfolio, ongoing financial planning is included at no additional cost.
