Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Total Clarity Wealth Management offers two wrap fee programs: Total Clarity Vision and Total Clarity Vision CB. Fees are calculated quarterly, in advance, based on the account value on the last day of the previous quarter. The fees are tiered, meaning the percentage you pay depends on the size of your account. For example, the maximum annual fee is 2.75% on the first $50,000. Fees are negotiable and may vary from client to client. Cash flow adjustments are made for client additions or withdrawals of $10,000 or more in a single day for Vision accounts, and for ANY client additions or withdrawals regardless of size for Vision CB accounts.
Areas of Practice
Advisor Information
Office location
525 Tyler Rd, Suite T, St. Charles, IL, 60174
Get directionsRegulatory History (1)
Customer Dispute
June 2020Other Business Activities
Robert is a trustee for rental property, dedicating minimal time to it. He also works full-time as a subcontractor for Preactive Investments DBA, managing assets for investment clients. Robert is also a managing member of Resonance Pi, LLC, a software design and development company, but has not spent any time on it yet.