Clarity Wealth Management (CWM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. CWM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. CWM primarily recommends mutual funds, but may also use real estate funds, equities, and ETFs. CWM may direct clients to third-party investment advisors and receives a portion of the fee for doing so.
Assets Under Management$9.9M
Clients95
Advisors1
Avg. per Client$100K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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