SM
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$118.6M
Fee Structure
Minimum Investment:$24K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
*Minimum annual fee of $24,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$24,000
The annual advisory fee is based on a percentage of assets under advisement. For example, an account valued at $13,000,000 would pay an effective fee of .83% with the annual fee of $108,000. Clarity generally requires a minimum annual fee of $24,000 for Comprehensive Financial planning and Portfolio Management Services. Comprehensive financial planning is included with portfolio management services at no additional cost.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Advisor Information
Office location
168 N. Meramec Avenue, Suite 150, Clayton, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clarity Financial Planners
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Buckingham Asset Management, LLC
January 2009 - October 2015 · 6 yrs 9 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.