Claraphi Advisory Network, LLC
Assets Under Management
$382.5M
Number of Clients
1,504
Number of Advisors
N/A
Average Client AUM
$254K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Claraphi Advisory Network, LLC is an SEC-registered investment advisor offering discretionary and non-discretionary investment management, retirement solutions, and financial planning services. They tailor services to client-specific needs, considering investment objectives, risk tolerance, and restrictions. They also offer co-fiduciary investment management services to third-party RIAs.
Fee Structure
Claraphi charges an annual investment management fee based on a percentage of assets under management, with a maximum of 2%. Fees are negotiable based on factors like account size and services provided. Financial planning services are available for a flat fee ($2,000-$25,000) or hourly rate ($100-$800), both negotiable. Clients are responsible for additional third-party fees. A minimum account balance of $25,000 is required, but may be waived.
Areas of Practice
Location
120 Vantis Drive, Suite 585, Aliso Viejo, CA, 92656