Clear Capital Management works with clients to create a financial outline and investment plan based on their goals and risk tolerance. They manage investment portfolios on a discretionary basis, making investment decisions based on their analysis of exchange-traded securities. Clear Capital uses a variety of techniques to improve investment portfolio returns while reducing potential risk exposure. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 1.75% |
Fees are negotiable and may vary depending on the client's circumstances. For specialized services such as covered call writing, the fee may be as high as 5% of the assets under management. A separate fee schedule applies to subadviser services: $50,000 - $1,000,000: 0.63%, $1,000,001 and Up: 0.47%