Clarity Capital Partners
Assets Under Management
$437.7M
Number of Clients
421
Number of Advisors
N/A
Average Client AUM
$1.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clarity Capital Partners offers customized investment advisory solutions, financial planning, and consulting services. They work with clients to identify their goals, risk tolerance, and financial situation to create a portfolio allocation. They coordinate with other advisors to achieve synergies in tax efficiency, asset protection, and legacy planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 per year, depending on complexity. Consulting services are offered at an hourly rate of up to $500, which may be negotiable. The advisor may also receive commissions as a registered representative of a broker-dealer, but will not charge an asset-based fee on the same investment assets when commissions are received.
Areas of Practice
Location
5000 Birch Street, Ste 100, Newport Beach, CA, 92660