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.)
- 1.00% Up to $500,000
- 0.75% $500,001-$1,000,000
- 0.50% Above $1,000,000
Household minimum: $4,000 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:
- $300 per hour with a minimum of $600 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.