What kind of clients do you work with?
Our services are particularly well-suited for individuals nearing retirement or going through a significant life transition, such as a career change, widowhood, business ownership or international relocation. We are looking for clients who understand the value of working with a strategic team of advisors who can help you navigate your values, goals and wealth.
Yes – all independent advisors operating under a Registered Investment Advisory Firm are required to provide all clients with the ADV Part 2. This document covers how we work, our team’s background, what we charge and our commitment to the fiduciary duty, which means that we always act in your best interest. Clarity is officially registered with the SEC. If you’d like a copy of our Client Relationship Services form, please let us know and we’ll happily send it your way.
If you are just looking for a second opinion or want to manage your own assets then we may not be a good fit.
We pride ourselves on being upfront and transparent about our fees. All engagements start with a $1,500 onboarding fee to cover the initial meetings and analysis. Our Clarity Promise is that if you are not happy after the initial meetings, we will refund you this fee with no penalty. The fee is also waived for clients that move directly into an ongoing investment management engagement.
If we manage your money, the annual negotiable fee is a percentage depending on the size and complexity of your account. The fee is paid quarterly, at the end of each quarter.
One time financial plan fees typically start at $5,000 and vary depending on the complexity of your financial situation.
We also offer a flat fee retainer option. The retainer fee is dependent on factors such as net worth and complexity.