Clariti Wealth Advisors provides financial planning and investment management services, combining goal setting, assessment of the client's situation, and development of strategies. Planning includes review of cash flow, debts, education funding, investments, insurance, taxes, retirement, and estate planning. Investment management is tailored to support financial planning objectives. Clariti also assists individual trustees with trust distributions and offers hourly consultations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees range from 0.45% to 0.95% annually. Subsequent adjustments will be made every two years, or if the fee, as calculated according to the schedule in the Service Agreement, is 20% higher or lower than the current plan management fee being charged. Alternatively, Clariti may propose a flat fee structure. There is a minimum annual fee of $5,000 for full-service clients.
