Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The Fee Schedule is subject to a $5,000 minimum annual fee.
Fee Estimator
Clarity charges fees for financial planning (up to $10,000 one-time or $350/hour), investment management (Annual Advisory Fee), and Net Worth retainer. For clients with over $500,000 under management, financial planning is included in the Annual Advisory Fee or Retainer Fee. The Annual Advisory Fee is based on a percentage of assets under management (see table above) and is subject to a $5,000 minimum annual fee. Fees may be negotiable at the firm's discretion.
Areas of Practice
Advisor Information
Office location
262 NW Polk Ave, Corvallis, OR, 97330
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Kay Dee ColeRegulatory History
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 →Other Business Activities
Kay owns real estate through Clarity Properties, LLC since 2000, spending a few hours per week on paperwork and filing forms. This activity is not investment-related.
Employment History
Current Registrations
Clarity Wealth Development, LLC
State Registrations2 states
Exams
Additional Information
My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..