Clarity Council Financial offers financial planning services to help evaluate your financial situation, goals, and risk tolerance. They also recommend and monitor third-party investment advisors, helping you choose one that fits your needs. Clarity Council Financial monitors your accounts with the third-party advisor and acts as your primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable. This fee is for recommending and monitoring a third-party investment advisor, and is separate from the advisor's fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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