Clarity Financial offers wealth management and financial planning services. For wealth management, they work with clients to understand their goals, risk tolerance, and time horizon to develop a portfolio. Financial planning covers investment allocation, income, business, retirement, risk, debt, estate, and college planning. Clarity Financial also offers access to third-party investment advisory programs through LPL Financial.
Assets Under Management$23M
Clients53
Advisors1
Avg. per Client$430K
Avg. per Advisor$23M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $250K | 1.90% |
| $250K - $300K | 1.80% |
| $300K - $650K | 1.70% |
| $650K+ | 1.50% |
Wealth management fees can be negotiated at the sole discretion of the Firm based on the size of the account, prospective growth, and other factors and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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