Clarity Wealth Solutions manages investment portfolios and provides financial planning and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. Clarity Wealth Solutions tailors its portfolio management to each client's specific goals, risk tolerance, and time horizon, creating a personalized investment policy statement. The firm limits its investment advice primarily to mutual funds, exchange-traded funds, equities, fixed income securities, annuities, private equity funds, venture capital funds, and private placements. In addition to managing investments, Clarity Wealth Solutions offers financial planning covering areas such as retirement, taxes, insurance, education, and debt management, as well as consulting services for retirement plans like 401(k)s. The firm operates with discretion when managing portfolios, meaning it makes trades on behalf of clients without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.70% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees are generally negotiable.