Clear Wave Wealth Management offers financial planning, asset management (both discretionary and non-discretionary), and financial education. Clear Wave works with individuals and employer-sponsored programs. For investment management, the firm may recommend third-party managers. Clear Wave is headquartered in Red Bank, New Jersey.
Fee Structure
Clear Wave Wealth Management charges an annual fee for managing your investments, ranging from 0.25% to 1.50% of the value of your portfolio. The fee is calculated quarterly, based on the value of your account on the last business day of the quarter. The specific fee depends on the size of your account, how complex your situation is, and the services you need. There is generally a $1,000,000 minimum account size, though household accounts may be aggregated to meet this threshold.