Clarified Wealth Advisory provides financial planning and investment management services to individuals, high net-worth individuals, and businesses. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves ongoing advice based on the client's individual needs and goals. The firm primarily invests in stocks, bonds, mutual funds, and ETFs.
Assets Under Management$630K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$630K
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.15% |
| $20M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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