The Flat Fee Advantage. No asset-based percentage fees. No hourly planning fees.
Clarity Capital Advisors provides an array of Fee-Only, Fiduciary Wealth Management services such as Financial Planning and Investment Management for one flat fee. Flat fee pricing ensures Total Fee Transparency for investors and enables them to keep more of their wealth working for them instead of being paid out in high asset-based "AUM" percentage advisory fees. Many investors are unaware of the "dollar amount" they pay in fees.
A 1% fee might see trivial, but on a $1 million portfolio it's $10,000 per year and this dollar amount will increase as the portfolio increases in size (asset-based fee). At $2 million, it's $20,000 per year, and so on. Our clients enjoy the benefits of working with a team of flat-fee, credentialed financial professionals for a fraction of the cost of other financial firms. Clarity's team structure ensures a synergetic approach to meet the individual wealth management needs of each client.
We are able to work with clients locally through our office in Irvine, CA and across the country through an online meeting.
Cheri Franklin, CFP®, AIF®, CRPC®, is the President of Clarity Capital Advisors. She brings over 25 years of experience working with individuals, couples, and 401(k) retirement plans. Cheri holds a Bachelor's Degree in Management from Pepperdine University and is a Certified Financial Planner professional.