Clarity Asset Management offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations. Clarity acts as a fiduciary, committed to acting in the client's best interest. Financial planning services cover investment planning, retirement planning, personal savings, and education savings. Investment management services provide customized solutions through continuous client contact and discretionary investment management.
Assets Under Management$220M
Clients267
Advisors4
Avg. per Client$830K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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