Clarity Cross Border Inc. provides financial planning services covering areas like life insurance, tax concerns, retirement, college, and debt/credit planning. They offer comprehensive financial plans, ongoing monitoring and reviews, and ad-hoc consulting on an hourly basis. CCBI does not manage investments or provide investment advice.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Clarity Cross Border Inc. offers ongoing monitoring and financial reviews for a negotiated fixed rate between $3,000 and $6,000 annually. This fee can be paid in full in advance (no more than six months prior) or divided into twelve equal monthly payments.
- Comprehensive financial plan - Negotiated fixed rate between $5,000 and $15,000, tailored to the client's needs.
- Ad-hoc consulting services - Negotiated hourly fee between $300 and $400.
Annual Retainer:$3,000 - $6,000/year
One-Time Plan:$5,000 - $15,000
Hourly Rate:$300 - $400/hr
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