Clarity Capital Management, LLC

Portland, Oregon

5.0 (2 reviews)
Call (503) 388-5781 Visit website →

About

Clarity Capital Management is an independent, fee-only financial advisory firm in Portland, Oregon that serves mid- and late-career professionals, families, and business owners locally and nationwide through virtual relationships. The firm offers financial planning, investment management, college planning, tax planning, retirement planning, risk management, and cash flow planning services on a fiduciary basis, with no commissions or proprietary product sales. Financial planning engagements begin at $1,500 for an initial fee and $4,000–$5,000 annually, while investment management fees range from 0.50% to 0.95% per year depending on portfolio size and complexity.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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