Clarus Wealth Advisors is an independent firm offering investment management and financial planning. They manage investments using mutual funds, ETFs, and individual securities, tailoring portfolios to client needs and goals. Financial planning covers areas like estate, tax, and cash flow. Clarus Wealth Advisors also offers consulting services on specific financial topics. They work with a network of investment advisor representatives.
Fee Structure
Clarus Wealth Advisors manages your investments for a fee based on a percentage of the value of your portfolio. The specific fee is in your agreement and may vary based on the size of your account, how complex it is, and how active it is. Fees can be negotiated. Related accounts may be combined to determine the fee, potentially resulting in lower fees.