Clarity Wealth Management provides investment management services on a discretionary or non-discretionary basis, financial planning, and consulting services. They also offer ERISA plan services to qualified retirement plans. For investment management, Clarity Wealth Management may hire sub-advisors to manage client assets. Financial planning covers various topics, including financial goals, net worth, cash flow, retirement strategy, risk management, investment strategy, tax planning, and estate planning.
Assets Under Management$8.5M
Clients43
Advisors1
Avg. per Client$200K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
This fee schedule is for direct asset management services. The annual fee is negotiable. When using Sub-Advisors, the Client will pay additional fees ranging from 0.12% - 0.75% annualized, based on the assets managed by the Sub-Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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