Jay Franklin is a CFA, CFP-designated registered investment advisor at Clarity Capital Advisors, LLC, based in Lakewood Ranch, FL, with 14 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 74 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Capital Advisors offers Comprehensive Wealth Management services for a flat annual fee of $9,000. This fee includes both asset management and financial planning services. The fee will not exceed 2% of the value of your portfolio. The flat fee is billed quarterly.
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clarity Capital Advisors, LLC
Previous Registrations
Dynamic Wealth Advisors
Index Fund Advisors, INC.
State Registrations2 states
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