Clarity Wealth Development, LLC
Assets Under Management
$170.6M
Number of Clients
235
Number of Advisors
4
Average Client AUM
$726K
AUM per Advisor
$42.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clarity Wealth Development, LLC is an independent firm specializing in financial planning and managing client portfolios. They take a comprehensive approach to financial planning, including tax, insurance, retirement, and estate planning. Investment portfolios are tailored to client goals and individual risk profiles, utilizing general securities, mutual funds, and occasionally real estate and metals funds.
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
Location
262 NW Polk Ave, Corvallis, OR, 97330
