My advisor (or someone at his/her firm) does my taxes every year, created my estate plan, or provides insurance products to cover all my insurance needs. Are these services not worth a higher fee?
All of these services can be valued at market rates, and they are unlikely to come even close to an additional 0.5% to 1.5% of your net worth, year after year. While you may perceive an advantage (i.e., convenience) to having some or all of these services under one roof, please take a second look at the bar chart on our Fixed Fee Pricing page showing Clarity's fee vs. industry standard financial advisor fees. That is a lot to pay for convenience! At Clarity, we will either partner with your current accountant/estate planning attorney/insurance provider or we will help you find one who will charge you a reasonable rate for the services provided.