The Clarus Group offers wealth management services, including investment management and financial planning. They work with individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The Clarus Group creates customized investment strategies using ETFs, mutual funds, and individual securities. They also offer financial planning services on a standalone basis or as part of their wealth management services, covering areas like retirement, college, and estate planning. The Clarus Group may recommend independent managers for a portion of a client's portfolio.
Fee Structure
The Clarus Group's investment advisory fees range from 0.50% to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The total blended fee, including The Clarus Group’s fee and any independent manager’s fee, will not exceed 2.50% annually.