I am not sure how much I am paying my advisor or the costs associated with my investments. Will you analyze my investment portfolio to determine how much I am paying?
Yes! We will prepare a fee analysis detailing your current fees and expenses and let you know how much you can save with Clarity. To prepare your analysis, we require a copy of your most recent monthly or quarterly statement from your current provider or advisor (please do not include account numbers). Contact us to get started.