Clear Retirement Advice offers portfolio management based on individual client goals and financial planning. When Clear manages your investments, financial planning is included at no extra cost. Clear may also offer financial planning separately, but without ongoing monitoring or updates. Clear generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$110M
Clients47
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Clear Retirement Advice charges a flat fee of up to $7,000 per year for managing your investment portfolio. This fee is charged quarterly in advance. If you hire Clear to manage your investments, financial planning is included at no additional cost.
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