Clarity Advisors Group, Inc. offers comprehensive financial planning and investment advisory services to business owners and individuals. Financial planning covers cash flow, retirement, estate, tax, investment, risk management, and education planning. Investment advisory services provide tailored portfolio management. CAG may work with other investment managers to co-manage accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If the client has elected CAG to manage the clients portfolio directly, fees are typically deducted from your managed account, and you must provide the custodian holding your assets with written authorization to have the fees deducted and paid directly to us. Each Nepsis and Worth charges a maximum annual fee of 2.50%, which is billed quarterly, in advance. CAG’s 1% fee is included and a part of the 2.50% Wrap-Fee.