As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
We work with our clients on an ongoing basis to manage their comprehensive financial plan. This typically includes the management of investments in any account in which it makes sense.
There are A Few Ways We Can Work Together
Ongoing financial planning provides a comprehensive review of your financial world with continual guidance, encouragement, accountability and implementation.
Consists of minimum initial engagement fee starting at $1,500 and minimum annual fee starting at $4,000 for single clients or $5,000 for couples per year, assessed monthly or quarterly.
Low-cost evidence based portfolio allocations tailored to your goals, tolerance for risk and time horizon.
Fee ranges from 0.50% - 0.95% annually
*Comprehensive Ongoing Financial Planning Included for assets exceeding $500,000
|In certain circumstances, Clarity Capital Management may offer project, hourly or one-time financial plans. Sometimes people will have very narrow or focused financial questions or issues they need help with. These "topical" engagements may be billed on a flat-fee or hourly basis and the price will be agreed upon in advance. Hourly services offered at a rate of $300/hr.
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