Clarity Retirement & Wealth provides investment advice and manages investment portfolios for individuals, trusts, estates, charities, corporations, and other business entities. Clarity uses sub-advisors for back-office support, trading, and report preparation. Clarity is responsible for supervising the account, reallocating and rebalancing the portfolio, billing, and client interaction. Clarity also provides education and recommendations related to retirement plan rollovers.
Assets Under Management$140M
Clients329
Advisors1
Avg. per Client$420K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Some portfolio model managers charge a separate asset management fee that will not exceed 1.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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