Clarus Group offers investment management and financial planning services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, trusts, and estates. Clarus Group creates customized investment strategies based on client goals, risk tolerance, and financial situations. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. Clarus Group may refer clients to accountants, attorneys, or other specialists.
Fee Structure
Clarus Group's investment advisory fee ranges from 0.50% to 2.25% annually, based on factors like the complexity of services, the level of assets managed, the investment approach, and the overall relationship. The fee is calculated based on the market value of assets under management at the end of the prior calendar quarter. Fees may be negotiable. All clients engaging in Investment Management Services must engage in Comprehensive Financial Planning.