Claritas Advisors provides customized investment advisory and portfolio management services. They work with clients to establish financial goals and objectives based on their personal circumstances. Claritas develops an investment plan based on a client's risk tolerance and manages a portfolio based on that plan. They primarily use exchange-traded funds, but may also use mutual funds, individual stocks, and bonds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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