Call Us : 212-730-7029

Fees

Fees

Clarity Investments + Planning LLC offers a flexible array of services and fees designed to fit a variety of client needs and budgets.

Investment Management

Ideal for those who:

  • lack the time, interest, or skill to manage their investments, including rebalancing, tax-loss harvesting, and investment selection
  • prefer a fee-only arrangement to commissions and/or sales charges
  • want reports showing their actual rate of return to gauge performance
  • anticipate infrequent need for financial planning services, or are otherwise comfortable paying for these services separately (Note: Investment clients are offered a complimentary hour of financial planning services annually.)
Tiered Rates:

  • 1.00% Up to $500,000
  • 0.80% $500,001-$1,000,000
  • 0.60% Above $1,000,000

Household minimum: $1,000 per year

Planning: Hourly

Ideal for those who:

  • seek one-time or periodic advice on financial planning issues
  • prefer to manage their own investments but would like an objective professional opinion
  • are comfortable with pay-as-you-go billing

Rate:

  • $200 per hour with a minimum of $400 for a first-time engagement
  • Proposals provide flat fee based on estimated time required
  • Initial consultations are always free of charge and carry no obligation.

Contact Us

Clarity Investments + Planning LLC
118 North Bedford Road, Suite 100
Mount Kisco, NY 10549

NYC Meeting Space:
60 East 42nd Street
New York, NY 10165

212-730-7029 phone
914-293-1015 fax

aclearwaters@clarityinv.com

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Access to this web site is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this web site or any third party web site linked to this website.

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