Clarity Wealth Advisors is an investment advisory firm that provides portfolio management and financial planning services. For investment management, Clarity meets with clients to determine their investment objectives and risk tolerance, then develops a tailored investment strategy. They may create custom portfolios or invest in model strategies managed internally or by third parties. Financial planning services are offered as a stand-alone service, involving an analysis of the client's financial resources and objectives to provide recommendations. Clarity also offers portfolio consulting and pension consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Adjustments will be made on a pro-rate basis for single transactions involving deposits and/or withdrawals more than $100,000 during the billing period (quarter).