Clarity Capital Management (CCM) manages investment portfolios based on clients' individual needs, goals, and risk tolerance. CCM primarily invests in stocks, bonds, mutual funds, and ETFs. CCM also offers project-based financial planning services covering areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$63M
Clients93
Advisors2
Avg. per Client$680K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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