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
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
Kathleen is an investment advisor representative (IAR) with Total Clarity Wealth Management and its DBA, Beyond Wealth Management, spending about half her time on these activities. She also works as a tax preparer for AccuTaxPrep and Rogers Financial Group, dedicating about 10-20% of her time and minimal time, respectively.