Clarity Wealth Development Fees & Minimum

Overview

Headquarters: Corvallis, OR
Total Firm Assets: $209 million
Average High-Net-Worth Client Portfolio Size: $1.9 million

Fee Disclosure

Source: CWD ADV PART 2 (2026-10-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%
$5,000,001	and above	0.25%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$47,500	0.48%
$50 million	$147,500	0.30%
$100 million	$272,500	0.27%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 73.39%
Number of High-Net-Worth Clients: 81
Total Client Accounts: 712
Discretionary Accounts: 712

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 155103

CWD ADV PART 2 (2026-10-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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