Clarity Wealth Partners offers investment management and financial planning services to individuals and high-net-worth individuals. As a fee-only firm, Clarity Wealth Partners is only compensated by its clients. The firm provides ongoing investment advice and creates financial plans covering areas like retirement, insurance, and estate planning. They also offer project-based financial planning for specific needs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period. When Clarity Wealth Partners uses outside managers, their fees are separate and in addition to Clarity Wealth Partners' fees, but the combined fee will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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