Clear Resource Group is an investment advisor offering portfolio management and financial planning services. For portfolio management, clients grant Clear Resource Group the authority to make investment decisions. Financial planning services range from broad planning to single-subject consultations, with a written plan provided to help clients achieve their goals. Clear Resource Group is a fee-only advisor, meaning they don't receive commissions.
Assets Under Management$110M
Clients130
Advisors1
Avg. per Client$840K
Avg. per Advisor$110M
www.linkedin.com/company/clear-resource-group-llc ·www.clearresourcegroup.com ·www.facebook.com/clearresoucegroupllc
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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