Pricing

At Clariti, we strive to be straightforward with our fees so that you are always clear on how much you are paying. As fee-only advisors, clients are the sole source of our compensation; we are not paid commissions or incentives by any third party. Our view is that paying over 1% for comprehensive wealth management should be the exception, not the norm.

All holistic planning services are included in our transparent, simple fee structure presented in the following table to the right:

Annual Rate

Investable Assets

0.95%

Of First $1,000,000

0.85%

Of Next $1,000,000 ($1,000,001 to $2,000,000)

0.75%

Of Next $1,000,000 ($2,000,001 to $3,000,000)

0.60%

Of Next $1,000,000 ($3,00,0001 to $4,000,000)

0.45%

Of Amounts Greater than $4,000,000

Financial planning is powerful, but few financial advisors provide clients with enough personalized advice to make measurable and lasting progress. Since our founding in 1983, our focus has been providing clients with specific financial planning recommendations designed to maximize their long-term success.

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