Clarity Financial Design (CFD) manages investment portfolios and offers financial planning services. CFD creates personalized investment plans based on your goals and risk tolerance. CFD also offers project-based financial planning on topics like retirement, risk management, and college savings. For ongoing planning, CFD offers two levels: Executive (for those with $500k+ investable assets) and Entrepreneur (for business owners).
Assets Under Management$30M
Clients33
Advisors1
Avg. per Client$920K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.95% |
| $4M+ | 0.85% |
For Clients enrolled in our Entrepreneur financial planning offering, investment management services are offered at 1.1% of the assets under management. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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