Clarity Financial Planners
Assets Under Management
$118.6M
Number of Clients
37
Number of Advisors
1
Average Client AUM
$3.2M
AUM per Advisor
$118.6M
Compensation
Fee-Only (AUM)
About This Firm
Clarity Financial Planners manages investment portfolios for individuals, high-net-worth individuals, trusts, and businesses. Services include financial planning, income and estate tax planning, capital needs analysis, business sale structures, college financial planning, retirement planning, personal cash flow analysis, and philanthropy establishment.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
*Minimum annual fee of $24,000
Fee Estimator
The annual advisory fee is based on a percentage of assets under advisement. For example, an account valued at $13,000,000 would pay an effective fee of .83% with the annual fee of $108,000. Clarity generally requires a minimum annual fee of $24,000 for Comprehensive Financial planning and Portfolio Management Services. Comprehensive financial planning is included with portfolio management services at no additional cost.
Areas of Practice
Location
168 N. Meramec Avenue, Suite 150, Clayton, MO, 63105