Robert C Piton

CFA

Total Clarity Wealth Management, INC

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Total Clarity Wealth Management, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

996 clients

Average Client Portfolio

$610K average

Assets Under Management

$607.9M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $50K	2.75%
$50K - $100K	2.75%
$100K - $250K	2.75%
$250K - $500K	2.50%
$500K - $1.0M	2.00%
$1.0M - $3.0M	1.75%
$3.0M - $5.0M	1.75%
$5M+	1.75%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

525 Tyler Rd, Suite T, St. Charles, IL, 60174

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2020

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Robert is a trustee for rental property, dedicating minimal time to it. He also works full-time as a subcontractor for Preactive Investments DBA, managing assets for investment clients. Robert is also a managing member of Resonance Pi, LLC, a software design and development company, but has not spent any time on it yet.