Assets Under Management
$607.9M
Number of Clients
996
Number of Advisors
22
Average Client AUM
$610K
AUM per Advisor
$27.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Total Clarity Wealth Management provides advice on mutual funds, stocks, and other products. They offer wrap fee programs with portfolio review and asset management services on a discretionary basis. Clients work with advisory representatives to develop an asset allocation strategy based on their financial history, goals, and risk tolerance.
| 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% |
525 Tyler Rd, Suite T, St. Charles, IL, 60174