Claris Advisors manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. They work with clients to determine investment objectives and risk profiles, creating a written investment policy. Claris Advisors primarily uses mutual funds offered by Dimensional Fund Advisors (DFA). They also offer financial planning services covering areas like education, tax, retirement, and investments. Claris Advisors may also provide consulting services to clients of their affiliated CPA firm, Anders, Minkler Huber & Helm, LLP.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income portfolios are different: Up to $999,999: 0.50%; $1,000,000 - $2,999,999: 0.40%; $3,000,000 - $4,999,999: 0.35%; $5,000,000 - $9,999,999: 0.30%; $10,000,000 - $19,999,999: 0.25%; $20,000,000 or greater: Negotiable.