Clarity Financial Advisors LLC
Clarity Financial Advisors provides investment management and financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a customized investment strategy. Clarity Financial may recommend third-party sub-advisers or independent managers. Financial planning services cover areas like retirement, education, and insurance needs. Clients with at least $100,000 in assets under management receive a basic financial plan at no additional charge.
Fee Structure
Clarity Financial charges an annual fee based on a percentage of your portfolio. This fee includes Clarity Financial's advisory fee (up to 1.65%, which is negotiable) and a sub-adviser fee if the Altruist Model Marketplace platform is used. The Altruist fee is not negotiable and varies depending on the strategies selected. The total fee covers investment management, administration, and trading costs. Fees are paid monthly in advance, based on the value of your portfolio at the end of the prior month.