Clarity Financial offers comprehensive financial planning and connects clients with third-party investment managers to handle portfolio management. Financial planning services are provided at no additional cost and cover areas such as retirement strategy, personal net worth, cash flow analysis, risk management, tax reduction, and estate preservation. When managing investments, Clarity Financial partners with external firms like Gradient Investments to provide various portfolio strategies, acting as a liaison and earning a portion of the advisory fees. Additionally, Clarity Financial offers retirement plan consulting services for qualified plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.20% |
| $3M+ | 0.95% |
Rates reflect the maximum annual advisory fee for Strategic & Tactical portfolios managed by Gradient Investments. Other portfolio strategies have different fee schedules, and fees are negotiable.