How Can We Serve You?
"I would like an advisor to meet with who will manage my investment portfolio in a holistic manner, who will be on call and proactive in working with me."
"I would like an advisor to meet with to give me specific recommendations on my investment holdings, but I would like to implement my investment plan and choose where they are held."
We prefer to sit down with prospective clients, or have an introductory phone call, in order to get to know one another and find out if our services are a fit for your needs.
The majority of our relationships begin with a Clear Financial Review (CFR); a one to three meeting review of those financial items that are of most importance to you. While fees for New Client CFRs are based upon the amount of work and complexity of your situation, we have sample fee schedules in the Service Menu on this page.
Clear Financial has been a Fee-Only fiduciary from our start, choosing to provide our clients with a conflict-free service model.
*Family office services may be provided by Clear Financial Advisors, LLC or by a third-party. Clear Financial Advisors does not provide tax or legal advice or services but may compensate an attorney for advice and implementation of a plan they create with the client. Clear Financial Advisors - at our discretion - will work with a client's chosen attorney or accountant to facilitate the implementation of the plan and returns but does not itself provide legal or tax advice.
"A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. The distinguishing obligation of a fiduciary is the obligation of loyalty."
— Lord Millett, Bristol and West Building Society v Mothew
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