Total Clarity Wealth Management, INC
Assets Under Management
$607.9M
Number of Clients
996
Number of Advisors
22
Average Client AUM
$610K
AUM per Advisor
$27.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Total Clarity Wealth Management is an SEC-registered investment adviser offering advice on various securities. They offer two wrap fee programs, the Total Clarity Vision Account and the Total Clarity Vision CB Account, which include portfolio review, asset management, and brokerage services for a quarterly fee. Services are provided on a discretionary basis, with investment strategies tailored to each client's financial situation.
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
Location
525 Tyler Rd, Suite T, St. Charles, IL, 60174