ClearWealth, LLC manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs and goals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ClearWealth also offers comprehensive financial planning with ongoing monitoring for a fixed monthly fee.
Assets Under Management$44M
Clients145
Advisors2
Avg. per Client$310K
Avg. per Advisor$22M
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Fee Structure
ClearWealth charges a percentage of the value of your portfolio each year. The rate decreases as the value of your portfolio increases:
- Up to $100,000: up to 1.50%
- $100,001 - $500,000: up to 1.25%
- $500,001 - $1,000,000: up to 1.00%
- Over $1,000,001: up to 0.75%
These fees are negotiable.
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